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Morgan Stanley shares owned by Evelyn Partners Investment Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evelyn Partners Investment Management from 13F filings

Historical chart of Evelyn Partners Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Evelyn Partners Investment Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Evelyn Partners Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 10k 158.96
2025-06-30 $1.6M 12k 140.86
2025-03-31 $1.5M 2.6k 552.05