Morgan Stanley shares owned by Kozak & Associates
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kozak & Associates
from 13F filings
Historical chart of Kozak & Associates investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kozak & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $140k | 875 | 159.38 |
| 2025-06-30 | $102k | 723 | 141.46 |
| 2025-03-31 | $78k | 717 | 109.18 |
| 2024-12-31 | $90k | 713 | 125.89 |
| 2024-09-30 | $85k | 708 | 119.48 |
| 2024-06-30 | $70k | 701 | 100.25 |
| 2024-03-31 | $70k | 701 | 99.63 |
| 2023-12-31 | $59k | 689 | 85.93 |
| 2023-09-30 | $246k | 3.1k | 80.32 |
| 2023-06-30 | $261k | 3.0k | 86.42 |
| 2023-03-31 | $265k | 3.0k | 87.80 |
| 2022-12-31 | $255k | 3.0k | 85.17 |
| 2022-09-30 | $230k | 3.0k | 76.85 |
| 2022-06-30 | $227k | 3.0k | 75.89 |
| 2022-03-31 | $156k | 1.8k | 86.05 |
| 2021-12-31 | $156k | 1.8k | 86.05 |
| 2021-09-30 | $170k | 1.7k | 100.00 |