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Morgan Stanley shares owned by Leeward Financial Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Leeward Financial Partners from 13F filings

Historical chart of Leeward Financial Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Leeward Financial Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Leeward Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $314k 2.0k 158.96
2025-06-30 $278k 2.0k 140.86
2025-03-31 $237k 2.0k 116.67