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Morgan Stanley shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Fundamentun

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.2M 20k 158.97
2025-06-30 $2.9M 21k 140.86
2025-03-31 $2.3M 19k 116.67
2024-12-31 $2.4M 19k 125.72
2024-09-30 $2.1M 20k 104.24
2024-06-30 $1.8M 19k 97.19
2024-03-31 $1.7M 18k 94.16