Morgan Stanley shares owned by Envestnet Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Envestnet Asset Management
from 13F filings
Historical chart of Envestnet Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Envestnet Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $464M | 2.9M | 158.96 |
| 2025-06-30 | $429M | 3.0M | 140.86 |
| 2025-03-31 | $344M | 2.9M | 116.67 |
| 2024-12-31 | $312M | 2.5M | 125.72 |
| 2024-09-30 | $263M | 2.5M | 104.24 |
| 2024-06-30 | $244M | 2.5M | 97.19 |
| 2024-03-31 | $227M | 2.4M | 94.16 |
| 2023-09-30 | $150M | 1.8M | 81.67 |
| 2023-06-30 | $124M | 1.5M | 85.40 |
| 2023-03-31 | $122M | 1.4M | 85.04 |
| 2022-12-31 | $116M | 1.4M | 85.02 |
| 2022-09-30 | $107M | 1.4M | 79.01 |
| 2022-06-30 | $103M | 1.4M | 76.06 |
| 2022-03-31 | $172M | 2.0M | 87.40 |
| 2021-12-31 | $191M | 1.9M | 98.16 |
| 2021-09-30 | $183M | 1.9M | 97.31 |
| 2021-06-30 | $121M | 1.3M | 91.69 |
| 2021-03-31 | $107M | 1.4M | 77.66 |
| 2020-12-31 | $98M | 1.4M | 68.53 |
| 2020-09-30 | $70M | 1.4M | 48.35 |
| 2020-06-30 | $69M | 1.4M | 48.30 |
| 2020-03-31 | $36M | 1.0M | 34.00 |
| 2019-12-31 | $39M | 766k | 51.12 |
| 2019-09-30 | $29M | 680k | 42.67 |
| 2019-06-30 | $28M | 646k | 43.81 |
| 2019-03-31 | $28M | 653k | 42.20 |
| 2018-12-31 | $40M | 998k | 39.65 |
| 2018-09-30 | $2.0M | 44k | 46.57 |
| 2018-06-30 | $3.6M | 75k | 47.38 |
| 2018-03-31 | $3.2M | 62k | 52.11 |
| 2017-12-31 | $16M | 313k | 52.47 |
| 2017-09-30 | $13M | 273k | 48.17 |
| 2017-06-30 | $11M | 256k | 44.54 |
| 2017-03-31 | $8.9M | 208k | 42.83 |
| 2016-12-31 | $7.4M | 175k | 42.24 |
| 2016-09-30 | $5.2M | 163k | 32.06 |
| 2016-06-30 | $4.6M | 177k | 25.98 |
| 2016-03-31 | $4.2M | 169k | 25.01 |
| 2015-12-31 | $6.0M | 187k | 31.81 |
| 2015-09-30 | $5.8M | 185k | 31.50 |
| 2015-06-30 | $6.0M | 154k | 38.79 |
| 2015-03-31 | $5.2M | 147k | 35.69 |
| 2014-12-31 | $216k | 5.6k | 38.74 |
| 2014-09-30 | $302k | 8.7k | 34.57 |
| 2014-06-30 | $146k | 4.5k | 32.43 |
| 2014-03-31 | $201k | 6.5k | 31.12 |
| 2013-12-31 | $172k | 5.5k | 31.29 |
| 2013-09-30 | $33k | 1.2k | 27.18 |
| 2013-06-30 | $52k | 2.1k | 24.33 |
More positions owned by Envestnet Asset Management
View all positions for Envestnet Asset Management