Morgan Stanley shares owned by Covenant Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Covenant Asset Management
from 13F filings
Historical chart of Covenant Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Covenant Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 19k | 158.96 |
| 2025-06-30 | $2.7M | 19k | 140.86 |
| 2025-03-31 | $4.8M | 41k | 116.67 |
| 2024-12-31 | $2.2M | 18k | 125.72 |
| 2024-09-30 | $2.0M | 19k | 104.24 |
| 2024-06-30 | $1.9M | 19k | 97.19 |
| 2024-03-31 | $1.8M | 19k | 94.16 |
| 2023-12-31 | $1.7M | 19k | 93.25 |
| 2023-09-30 | $1.4M | 17k | 81.67 |
| 2023-06-30 | $1.5M | 17k | 85.40 |
| 2023-03-31 | $1.4M | 16k | 87.80 |
| 2022-12-31 | $1.3M | 16k | 85.02 |
| 2022-09-30 | $207k | 2.6k | 78.95 |
| 2021-12-31 | $200k | 2.0k | 98.28 |
| 2018-03-31 | $1.8M | 34k | 53.96 |
| 2017-12-31 | $1.7M | 33k | 52.46 |
| 2017-09-30 | $1.5M | 32k | 48.18 |
| 2017-06-30 | $1.4M | 32k | 44.57 |
| 2017-03-31 | $1.3M | 30k | 42.83 |