Morgan Stanley shares owned by HPM Partners
Historical chart of HPM Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by HPM Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by HPM Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $40M | 253k | 158.96 |
| 2025-06-30 | $33M | 237k | 140.86 |
| 2025-03-31 | $27M | 230k | 116.67 |
| 2024-12-31 | $28M | 235k | 119.37 |
| 2024-09-30 | $26M | 248k | 104.24 |
| 2024-06-30 | $20M | 204k | 97.19 |
| 2024-03-31 | $22M | 230k | 94.16 |
| 2023-12-31 | $15M | 157k | 93.25 |
| 2023-09-30 | $17M | 210k | 81.67 |
| 2023-06-30 | $18M | 215k | 85.40 |
| 2023-03-31 | $18M | 135k | 132.36 |
| 2022-12-31 | $11M | 128k | 85.07 |
| 2022-09-30 | $1.9M | 24k | 79.06 |
| 2022-06-30 | $1.8M | 24k | 76.06 |
| 2022-03-31 | $1.6M | 18k | 87.32 |
| 2021-12-31 | $3.9M | 40k | 98.10 |
| 2021-09-30 | $2.9M | 30k | 97.32 |
| 2021-06-30 | $2.9M | 32k | 91.70 |
| 2021-03-31 | $2.2M | 28k | 77.65 |
| 2020-12-31 | $2.0M | 30k | 68.52 |
| 2020-09-30 | $1.3M | 28k | 48.35 |
| 2020-06-30 | $1.2M | 26k | 48.29 |
| 2020-03-31 | $890k | 26k | 34.00 |
| 2019-12-31 | $1.4M | 28k | 51.12 |
| 2019-09-30 | $1.2M | 28k | 42.68 |
| 2018-03-31 | $236k | 4.4k | 53.92 |
| 2017-12-31 | $260k | 5.0k | 52.43 |
| 2017-09-30 | $257k | 5.3k | 48.23 |
| 2017-06-30 | $713k | 14k | 49.65 |