Morgan Stanley shares owned by Crestwood Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Crestwood Advisors
from 13F filings
Historical chart of Crestwood Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Crestwood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 17k | 158.96 |
| 2025-06-30 | $2.3M | 16k | 140.86 |
| 2025-03-31 | $1.5M | 13k | 116.67 |
| 2024-12-31 | $1.6M | 13k | 125.72 |
| 2024-09-30 | $1.3M | 12k | 104.24 |
| 2024-06-30 | $1.3M | 14k | 97.19 |
| 2024-03-31 | $1.4M | 15k | 94.16 |
| 2023-12-31 | $12M | 132k | 93.25 |
| 2023-09-30 | $11M | 139k | 81.67 |
| 2023-06-30 | $12M | 138k | 85.40 |
| 2023-03-31 | $12M | 137k | 87.80 |
| 2022-12-31 | $12M | 142k | 85.02 |
| 2022-09-30 | $12M | 153k | 79.01 |
| 2022-06-30 | $9.9M | 130k | 76.06 |
| 2022-03-31 | $11M | 130k | 87.40 |
| 2021-12-31 | $13M | 132k | 98.16 |
| 2021-09-30 | $13M | 130k | 97.31 |
| 2021-06-30 | $12M | 135k | 91.69 |
| 2021-03-31 | $3.1M | 39k | 77.66 |
| 2020-12-31 | $847k | 12k | 68.52 |
| 2020-09-30 | $576k | 12k | 48.34 |
| 2020-06-30 | $585k | 12k | 48.33 |
| 2020-03-31 | $1.1M | 32k | 33.99 |
| 2019-12-31 | $1.7M | 32k | 51.11 |
| 2019-09-30 | $1.4M | 33k | 42.67 |
| 2019-06-30 | $1.4M | 33k | 43.81 |