Morgan Stanley shares owned by Herold Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.2k | 158.97 |
| 2025-06-30 | $1.2M | 8.6k | 140.86 |
| 2025-03-31 | $941k | 8.1k | 116.67 |
| 2024-12-31 | $1.0M | 8.3k | 125.73 |
| 2024-09-30 | $819k | 7.9k | 104.24 |
| 2024-06-30 | $732k | 7.5k | 97.19 |
| 2024-03-31 | $709k | 7.5k | 94.16 |
| 2023-12-31 | $675k | 7.2k | 93.25 |
| 2023-09-30 | $591k | 7.2k | 81.67 |
| 2023-06-30 | $323k | 3.8k | 85.40 |
| 2023-03-31 | $332k | 3.8k | 87.80 |
| 2022-12-31 | $395k | 4.6k | 85.02 |
| 2022-09-30 | $311k | 3.9k | 78.97 |
| 2022-06-30 | $299k | 3.9k | 75.97 |
| 2022-03-31 | $256k | 2.9k | 87.40 |
| 2021-09-30 | $24k | 250 | 96.00 |