Morgan Stanley shares owned by Fulcrum Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Fulcrum Asset Management
from 13F filings
Historical chart of Fulcrum Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Fulcrum Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Fulcrum Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 18k | 158.96 |
| 2025-06-30 | $2.6M | 19k | 140.86 |
| 2025-03-31 | $1.6M | 17k | 90.46 |
| 2022-03-31 | $574k | 7.0k | 81.71 |
| 2021-12-31 | $856k | 9.2k | 92.76 |
| 2021-09-30 | $856k | 9.2k | 92.76 |
| 2021-06-30 | $0 | 0 | 0.00 |
| 2021-03-31 | $700k | 9.8k | 71.49 |