Morgan Stanley shares owned by Occidental Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8M | 43k | 158.96 |
| 2025-06-30 | $6.0M | 43k | 140.86 |
| 2024-12-31 | $5.1M | 41k | 125.72 |
| 2024-09-30 | $4.1M | 39k | 104.24 |
| 2024-06-30 | $3.6M | 37k | 97.19 |
| 2024-03-31 | $3.4M | 36k | 94.16 |
| 2023-12-31 | $3.1M | 34k | 93.25 |
| 2023-09-30 | $2.7M | 33k | 81.67 |
| 2023-06-30 | $2.8M | 33k | 85.40 |
| 2023-03-31 | $2.7M | 31k | 87.80 |
| 2022-12-31 | $2.6M | 31k | 85.02 |
| 2022-09-30 | $2.4M | 31k | 79.00 |
| 2022-06-30 | $2.2M | 29k | 76.06 |
| 2022-03-31 | $2.5M | 29k | 87.40 |
| 2021-12-31 | $2.8M | 29k | 98.16 |
| 2021-09-30 | $2.7M | 28k | 97.30 |
| 2021-06-30 | $2.5M | 27k | 91.67 |
| 2021-03-31 | $2.0M | 26k | 77.67 |
| 2020-12-31 | $1.5M | 22k | 68.54 |
More positions owned by Occidental Asset Management
View all positions for Occidental Asset Management