Morgan Stanley shares owned by Kmg Fiduciary Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kmg Fiduciary Partners
from 13F filings
Historical chart of Kmg Fiduciary Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kmg Fiduciary Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.5M | 35k | 158.96 |
| 2025-06-30 | $4.9M | 35k | 140.86 |
| 2025-03-31 | $3.9M | 33k | 116.67 |
| 2024-12-31 | $4.2M | 33k | 125.72 |
| 2024-09-30 | $3.6M | 35k | 104.24 |
| 2024-06-30 | $3.4M | 35k | 97.19 |
| 2024-03-31 | $3.3M | 35k | 94.16 |
| 2023-12-31 | $3.1M | 34k | 93.25 |
| 2023-09-30 | $2.6M | 32k | 81.67 |
| 2023-06-30 | $2.6M | 31k | 85.40 |
| 2023-03-31 | $2.5M | 29k | 87.80 |
| 2022-12-31 | $2.1M | 25k | 85.02 |
| 2022-09-30 | $1.9M | 24k | 79.01 |
| 2022-06-30 | $1.8M | 24k | 76.05 |
| 2022-03-31 | $2.3M | 26k | 87.41 |
| 2021-12-31 | $3.3M | 34k | 98.17 |
| 2021-09-30 | $3.9M | 41k | 97.30 |
| 2021-06-30 | $1.5M | 16k | 91.71 |
| 2021-03-31 | $1.2M | 16k | 77.67 |
| 2020-12-31 | $1.0M | 15k | 69.49 |
| 2020-03-31 | $588k | 17k | 34.01 |