Morgan Stanley shares owned by Heritage Trust
Historical chart of Heritage Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Heritage Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 15k | 158.96 |
| 2025-06-30 | $2.0M | 14k | 140.86 |
| 2025-03-31 | $7.1M | 61k | 116.67 |
| 2024-12-31 | $8.1M | 65k | 125.72 |
| 2024-06-30 | $6.3M | 65k | 97.19 |
| 2024-03-31 | $5.9M | 62k | 94.16 |
| 2023-12-31 | $5.7M | 61k | 93.25 |
| 2023-09-30 | $4.7M | 57k | 81.67 |
| 2023-06-30 | $4.9M | 58k | 85.40 |
| 2023-03-31 | $5.0M | 57k | 87.80 |
| 2022-12-31 | $4.8M | 56k | 85.02 |
| 2022-09-30 | $4.4M | 56k | 79.02 |
| 2022-06-30 | $4.2M | 55k | 76.74 |
| 2022-03-31 | $4.8M | 54k | 88.37 |
| 2021-12-31 | $4.4M | 45k | 97.67 |
| 2021-09-30 | $4.6M | 47k | 97.67 |
| 2021-06-30 | $4.5M | 49k | 90.70 |
| 2021-03-31 | $4.0M | 52k | 77.38 |
| 2020-12-31 | $3.3M | 49k | 67.80 |
| 2020-09-30 | $2.1M | 43k | 49.15 |
| 2020-06-30 | $2.1M | 43k | 49.15 |
| 2020-03-31 | $1.5M | 43k | 33.90 |
| 2019-12-31 | $2.1M | 42k | 50.00 |
| 2019-09-30 | $1.8M | 41k | 42.67 |
| 2019-06-30 | $1.8M | 41k | 43.82 |
| 2019-03-31 | $1.8M | 42k | 42.20 |
| 2018-12-31 | $0 | 7 | 0.00 |
| 2018-09-30 | $0 | 7 | 0.00 |
| 2018-06-30 | $0 | 7 | 0.00 |
| 2018-03-31 | $0 | 7 | 0.00 |
| 2017-12-31 | $0 | 7 | 0.00 |