Morgan Stanley shares owned by Roberts Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Roberts Capital Advisors
from 13F filings
Historical chart of Roberts Capital Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Roberts Capital Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Roberts Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $940k | 5.9k | 158.96 |
| 2025-06-30 | $1.7M | 12k | 140.86 |
| 2025-03-31 | $1.2M | 10k | 116.67 |
| 2024-12-31 | $1.3M | 10k | 125.72 |
| 2024-09-30 | $1.0M | 10k | 104.24 |
| 2024-06-30 | $947k | 10k | 94.16 |
| 2024-03-31 | $947k | 10k | 94.16 |
| 2022-09-30 | $852k | 11k | 79.00 |
| 2022-06-30 | $820k | 11k | 76.03 |
| 2022-03-31 | $943k | 11k | 87.44 |
| 2021-12-31 | $1.1M | 11k | 98.19 |