Morgan Stanley shares owned by Plan
Historical chart of Plan investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Plan consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $454k | 2.9k | 158.96 |
| 2025-06-30 | $395k | 2.8k | 140.86 |
| 2025-03-31 | $322k | 2.8k | 116.67 |
| 2024-12-31 | $322k | 2.6k | 125.72 |
| 2024-09-30 | $252k | 2.4k | 104.24 |
| 2024-06-30 | $231k | 2.4k | 97.19 |
| 2024-03-31 | $221k | 2.4k | 94.16 |
| 2023-12-31 | $210k | 2.2k | 93.25 |
| 2020-09-30 | $287k | 5.9k | 48.33 |
| 2020-06-30 | $285k | 5.9k | 48.29 |