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Morgan Stanley shares owned by Evergreen Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evergreen Capital Management from 13F filings

Historical chart of Evergreen Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Evergreen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Evergreen Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.1M 29k 177.53
2025-09-30 $2.0M 12k 158.96
2025-06-30 $1.8M 13k 140.86
2025-03-31 $696k 6.0k 116.67
2024-12-31 $683k 5.4k 125.72
2024-09-30 $497k 4.8k 104.24
2024-06-30 $459k 4.7k 97.19
2024-03-31 $348k 3.7k 94.16
2023-12-31 $280k 3.0k 93.25
2023-09-30 $511k 6.3k 81.67
2023-06-30 $436k 5.1k 85.40
2023-03-31 $633k 7.2k 87.80
2022-12-31 $574k 6.8k 85.02
2022-09-30 $531k 6.7k 78.94
2022-06-30 $331k 4.3k 76.19
2022-03-31 $388k 4.4k 87.37
2021-12-31 $413k 4.2k 98.10
2021-09-30 $412k 4.2k 97.40
2021-06-30 $360k 3.9k 91.60
2021-03-31 $257k 3.3k 77.81
2019-12-31 $205k 4.0k 51.07