Morgan Stanley shares owned by KCM Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by KCM Investment Advisors
from 13F filings
Historical chart of KCM Investment Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by KCM Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.3M | 21k | 158.96 |
| 2025-06-30 | $2.9M | 21k | 140.86 |
| 2025-03-31 | $2.6M | 23k | 116.67 |
| 2024-12-31 | $2.9M | 23k | 125.72 |
| 2024-09-30 | $2.7M | 26k | 104.24 |
| 2024-06-30 | $2.5M | 26k | 97.19 |
| 2024-03-31 | $2.6M | 28k | 94.16 |
| 2023-09-30 | $2.5M | 31k | 81.67 |
| 2023-06-30 | $2.7M | 32k | 85.40 |
| 2023-03-31 | $2.9M | 33k | 87.80 |
| 2022-12-31 | $3.0M | 35k | 85.02 |
| 2022-09-30 | $2.7M | 34k | 79.02 |
| 2022-06-30 | $2.6M | 35k | 76.05 |
| 2022-03-31 | $3.1M | 36k | 87.39 |
| 2021-12-31 | $3.6M | 37k | 98.16 |
| 2021-09-30 | $3.5M | 36k | 97.30 |
| 2021-06-30 | $3.3M | 36k | 91.70 |
| 2021-03-31 | $2.9M | 38k | 77.66 |
| 2020-12-31 | $2.4M | 36k | 68.52 |
| 2020-09-30 | $1.7M | 36k | 48.34 |
| 2020-06-30 | $1.8M | 37k | 48.30 |
| 2020-03-31 | $1.4M | 40k | 34.00 |
| 2019-12-31 | $2.5M | 49k | 51.13 |
| 2019-09-30 | $2.1M | 49k | 42.68 |
| 2019-06-30 | $2.3M | 52k | 43.81 |
| 2019-03-31 | $2.2M | 53k | 42.20 |
| 2018-12-31 | $1.9M | 48k | 39.66 |
| 2018-09-30 | $2.3M | 49k | 46.57 |
| 2018-06-30 | $2.7M | 58k | 47.40 |
| 2018-03-31 | $3.3M | 61k | 53.96 |
| 2017-12-31 | $3.2M | 62k | 52.47 |
| 2017-09-30 | $3.4M | 70k | 48.17 |
| 2017-06-30 | $3.3M | 74k | 44.56 |
| 2017-03-31 | $3.4M | 80k | 42.84 |
| 2016-12-31 | $3.5M | 82k | 42.25 |
| 2016-09-30 | $2.5M | 78k | 32.06 |
| 2016-06-30 | $2.0M | 77k | 25.98 |
| 2016-03-31 | $1.8M | 71k | 25.01 |
| 2015-12-31 | $2.3M | 73k | 31.81 |
| 2015-09-30 | $2.6M | 81k | 31.51 |
| 2015-06-30 | $3.1M | 79k | 38.79 |
| 2015-03-31 | $2.6M | 74k | 35.69 |
| 2014-12-31 | $1.7M | 44k | 38.80 |
| 2014-09-30 | $1.2M | 34k | 34.58 |
| 2014-06-30 | $946k | 29k | 32.31 |
| 2014-03-31 | $503k | 16k | 31.19 |
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