Morgan Stanley shares owned by Donaldson Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Donaldson Capital Management
from 13F filings
Historical chart of Donaldson Capital Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Donaldson Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $74M | 467k | 158.96 |
| 2025-06-30 | $65M | 458k | 140.86 |
| 2025-03-31 | $54M | 462k | 116.67 |
| 2024-12-31 | $52M | 417k | 125.72 |
| 2024-09-30 | $1.8M | 17k | 104.24 |
| 2024-06-30 | $1.7M | 17k | 97.19 |
| 2024-03-31 | $1.7M | 19k | 94.16 |
| 2023-12-31 | $4.9M | 53k | 93.25 |
| 2023-09-30 | $4.3M | 52k | 81.67 |
| 2023-06-30 | $4.8M | 56k | 85.40 |
| 2023-03-31 | $5.0M | 57k | 87.80 |
| 2022-12-31 | $4.6M | 54k | 85.02 |
| 2022-09-30 | $4.1M | 52k | 79.01 |
| 2022-06-30 | $3.6M | 47k | 76.05 |
| 2022-03-31 | $4.3M | 49k | 87.40 |
| 2021-12-31 | $4.4M | 45k | 98.15 |
| 2021-09-30 | $4.2M | 43k | 97.30 |
| 2021-06-30 | $3.9M | 42k | 91.68 |
| 2021-03-31 | $2.8M | 36k | 77.66 |
| 2018-12-31 | $1.3M | 32k | 39.64 |
| 2018-09-30 | $2.1M | 46k | 46.57 |
| 2018-06-30 | $2.2M | 46k | 47.40 |
| 2018-03-31 | $2.5M | 46k | 53.95 |
| 2017-12-31 | $2.0M | 38k | 52.48 |
| 2017-09-30 | $1.3M | 28k | 48.16 |
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