Morgan Stanley shares owned by Klingman & Associates
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Klingman & Associates
from 13F filings
Historical chart of Klingman & Associates investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Klingman & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.2M | 6.6k | 177.53 |
| 2025-09-30 | $1.0M | 6.5k | 158.96 |
| 2025-06-30 | $593k | 4.2k | 140.86 |
| 2025-03-31 | $359k | 3.1k | 116.67 |
| 2024-12-31 | $366k | 2.9k | 125.72 |
| 2024-09-30 | $253k | 2.4k | 104.24 |
| 2024-06-30 | $229k | 2.4k | 97.19 |
| 2024-03-31 | $208k | 2.2k | 94.16 |
| 2016-09-30 | $54k | 1.7k | 31.88 |
| 2016-06-30 | $44k | 1.7k | 25.97 |
| 2016-03-31 | $42k | 1.7k | 24.79 |
| 2015-12-31 | $54k | 1.7k | 31.88 |
| 2015-09-30 | $53k | 1.7k | 31.29 |
| 2015-06-30 | $66k | 1.7k | 38.96 |
| 2015-03-31 | $60k | 1.7k | 35.42 |
| 2014-12-31 | $65k | 1.7k | 38.37 |