Morgan Stanley shares owned by Prudent Man Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Prudent Man Advisors
from 13F filings
Historical chart of Prudent Man Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Prudent Man Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 12k | 158.96 |
| 2025-06-30 | $2.3M | 17k | 140.86 |
| 2025-03-31 | $1.8M | 15k | 116.67 |
| 2024-12-31 | $1.9M | 15k | 125.72 |
| 2024-09-30 | $2.0M | 19k | 104.24 |
| 2024-06-30 | $2.1M | 22k | 97.19 |
| 2024-03-31 | $2.0M | 21k | 94.16 |
| 2023-12-31 | $2.1M | 22k | 93.25 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $1.9M | 23k | 85.41 |
| 2023-03-31 | $2.0M | 23k | 87.79 |
| 2022-12-31 | $2.0M | 24k | 85.03 |
| 2022-09-30 | $1.7M | 21k | 79.00 |
| 2022-06-30 | $1.5M | 20k | 76.07 |
| 2022-03-31 | $1.8M | 20k | 87.38 |
| 2021-12-31 | $2.1M | 22k | 98.14 |
| 2021-09-30 | $2.4M | 25k | 97.33 |
| 2021-06-30 | $2.3M | 25k | 91.70 |
| 2021-03-31 | $2.1M | 28k | 77.67 |
| 2020-12-31 | $1.8M | 27k | 68.52 |
| 2020-09-30 | $1.1M | 24k | 48.32 |
| 2020-06-30 | $1.1M | 24k | 48.32 |