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Morgan Stanley shares owned by Empowered Funds

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Empowered Funds from 13F filings

Historical chart of Empowered Funds investment in Morgan Stanley

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Quarterly reported holdings in Morgan Stanley by Empowered Funds

Quarter filed Position value Share count Share price at filing
2025-09-30 $36M 226k 158.96
2025-06-30 $20M 142k 140.86
2025-03-31 $9.3M 80k 116.67
2024-12-31 $9.7M 77k 125.72
2024-09-30 $6.9M 66k 104.24
2024-06-30 $4.4M 46k 97.19
2024-03-31 $3.3M 35k 94.16
2023-09-30 $2.6M 31k 81.67
2023-06-30 $2.1M 25k 85.40
2023-03-31 $2.0M 23k 87.80
2022-12-31 $1.6M 18k 85.03
2022-09-30 $955k 12k 79.12
2022-06-30 $701k 9.2k 76.05
2022-03-31 $736k 8.4k 87.34
2017-06-30 $705k 16k 44.58
2017-03-31 $655k 15k 42.87