Morgan Stanley shares owned by Morningstar Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Morningstar Investment Management
from 13F filings
Historical chart of Morningstar Investment Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Morningstar Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.7M | 61k | 158.96 |
| 2025-06-30 | $822k | 5.8k | 140.90 |
| 2024-12-31 | $849k | 6.8k | 125.76 |
| 2024-09-30 | $2.2M | 20k | 112.28 |
| 2024-06-30 | $3.0M | 31k | 97.19 |
| 2024-03-31 | $3.4M | 37k | 94.15 |
| 2023-09-30 | $331k | 4.1k | 81.57 |
| 2023-06-30 | $299k | 3.5k | 85.31 |
| 2023-03-31 | $308k | 3.5k | 87.87 |
| 2022-12-31 | $298k | 3.5k | 85.02 |
More positions owned by Morningstar Investment Management
View all positions for Morningstar Investment Management