Morgan Stanley shares owned by Oakworth Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in Morgan Stanley
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All positions including Morgan Stanley held by Oakworth Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $427k | 2.7k | 158.96 |
| 2025-06-30 | $379k | 2.7k | 140.86 |
| 2025-03-31 | $330k | 2.8k | 116.67 |
| 2024-12-31 | $518k | 4.1k | 125.72 |
| 2024-09-30 | $436k | 4.2k | 104.24 |
| 2024-06-30 | $505k | 5.2k | 97.19 |
| 2024-03-31 | $484k | 5.1k | 94.16 |
| 2023-12-31 | $247k | 2.6k | 93.25 |
| 2023-09-30 | $212k | 2.6k | 81.67 |
| 2023-06-30 | $221k | 2.6k | 85.40 |
| 2023-03-31 | $237k | 2.7k | 87.80 |
| 2022-12-31 | $230k | 2.7k | 85.02 |
| 2022-09-30 | $214k | 2.7k | 79.00 |
| 2022-06-30 | $194k | 2.5k | 76.20 |
| 2022-03-31 | $230k | 2.6k | 87.45 |
| 2021-12-31 | $258k | 2.6k | 98.10 |
| 2021-09-30 | $227k | 2.3k | 97.42 |
| 2021-06-30 | $214k | 2.3k | 91.85 |
| 2021-03-31 | $274k | 3.5k | 77.53 |
| 2020-12-31 | $196k | 2.9k | 68.44 |
| 2020-09-30 | $63k | 1.3k | 48.46 |
| 2020-06-30 | $63k | 1.3k | 48.46 |
| 2020-03-31 | $44k | 1.3k | 33.85 |
| 2019-12-31 | $83k | 1.6k | 51.54 |
| 2019-09-30 | $68k | 1.6k | 42.31 |
| 2019-06-30 | $92k | 2.1k | 43.81 |
| 2019-03-31 | $68k | 1.6k | 42.31 |
| 2018-12-31 | $64k | 1.6k | 40.00 |
| 2018-09-30 | $18k | 385 | 46.75 |
| 2018-06-30 | $28k | 592 | 47.30 |
| 2018-03-31 | $31k | 592 | 52.36 |
| 2017-12-31 | $87k | 1.7k | 51.54 |
| 2017-09-30 | $77k | 1.7k | 45.62 |
| 2017-06-30 | $75k | 1.7k | 44.43 |
| 2017-03-31 | $72k | 1.7k | 42.65 |
| 2016-12-31 | $18k | 440 | 40.91 |
| 2016-09-30 | $25k | 790 | 31.65 |
| 2016-06-30 | $22k | 790 | 27.85 |
| 2016-03-31 | $9.0k | 350 | 25.71 |
| 2015-12-31 | $11k | 350 | 31.43 |
| 2015-09-30 | $11k | 350 | 31.43 |
| 2015-06-30 | $11k | 350 | 31.43 |
| 2015-03-31 | $13k | 350 | 37.14 |
| 2014-12-31 | $14k | 350 | 40.00 |
| 2014-09-30 | $12k | 350 | 34.29 |
| 2014-06-30 | $11k | 350 | 31.43 |
| 2014-03-31 | $11k | 350 | 31.43 |
| 2013-12-31 | $11k | 350 | 31.43 |