Morgan Stanley shares owned by Phoenix Holdings
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Phoenix Holdings
from 13F filings
Historical chart of Phoenix Holdings investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Phoenix Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 21k | 70.65 |
| 2025-06-30 | $1.5M | 11k | 137.16 |
| 2024-06-30 | $264k | 2.7k | 96.93 |
| 2024-03-31 | $265k | 2.8k | 93.89 |
| 2022-12-31 | $1.5M | 18k | 85.02 |
| 2022-09-30 | $2.5M | 32k | 79.86 |
| 2022-06-30 | $2.1M | 28k | 76.06 |
| 2022-03-31 | $1.4M | 16k | 87.42 |
| 2021-03-31 | $45M | 578k | 77.66 |
| 2020-12-31 | $40M | 577k | 68.42 |
| 2020-09-30 | $20M | 447k | 45.58 |
| 2020-06-30 | $16M | 354k | 45.86 |