Morgan Stanley shares owned by Novare Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Novare Capital Management
from 13F filings
Historical chart of Novare Capital Management investment in Morgan Stanley
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All positions including Morgan Stanley held by Novare Capital Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Novare Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $275k | 1.5k | 177.51 |
| 2022-12-31 | $236k | 2.8k | 85.02 |
| 2022-09-30 | $218k | 2.8k | 78.99 |
| 2022-06-30 | $227k | 3.0k | 76.05 |
| 2022-03-31 | $345k | 3.9k | 87.45 |