Morgan Stanley shares owned by Oakmont Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Oakmont Partners
from 13F filings
Historical chart of Oakmont Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Oakmont Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.1M | 51k | 158.96 |
| 2025-06-30 | $1.5M | 11k | 140.86 |
| 2025-03-31 | $1.2M | 11k | 116.67 |
| 2024-12-31 | $1.3M | 11k | 125.72 |
| 2024-09-30 | $1.2M | 11k | 104.24 |
| 2024-06-30 | $1.2M | 12k | 97.19 |
| 2024-03-31 | $1.2M | 13k | 94.16 |
| 2023-12-31 | $1.3M | 14k | 93.25 |
| 2023-09-30 | $1.0M | 13k | 81.67 |
| 2023-06-30 | $941k | 11k | 85.40 |
| 2023-03-31 | $1.3M | 14k | 87.80 |
| 2022-12-31 | $1.3M | 16k | 85.02 |
| 2022-09-30 | $959k | 12k | 78.97 |
| 2022-06-30 | $817k | 11k | 76.23 |
| 2022-03-31 | $1.8M | 20k | 87.40 |
| 2021-12-31 | $1.4M | 15k | 97.63 |
| 2021-09-30 | $1.4M | 14k | 97.33 |
| 2021-06-30 | $1.2M | 13k | 91.69 |
| 2021-03-31 | $856k | 11k | 77.64 |
| 2020-12-31 | $728k | 11k | 68.52 |
| 2018-06-30 | $215k | 4.5k | 47.36 |