Morgan Stanley shares owned by Rocky Mountain Advisers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Rocky Mountain Advisers
from 13F filings
Historical chart of Rocky Mountain Advisers investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Rocky Mountain Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Rocky Mountain Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $129k | 810 | 159.05 |
| 2025-06-30 | $114k | 806 | 140.80 |
| 2025-03-31 | $93k | 801 | 116.62 |
| 2024-12-31 | $100k | 796 | 125.73 |
| 2024-09-30 | $83k | 791 | 104.27 |
| 2024-06-30 | $76k | 785 | 97.18 |
| 2024-03-31 | $73k | 779 | 94.18 |
| 2023-12-31 | $72k | 773 | 93.20 |
| 2023-09-30 | $63k | 765 | 81.72 |
| 2023-06-30 | $69k | 786 | 87.78 |
| 2023-03-31 | $69k | 786 | 87.79 |
| 2022-12-31 | $66k | 781 | 84.51 |
| 2022-09-30 | $61k | 775 | 78.71 |
| 2022-06-30 | $59k | 770 | 76.62 |
| 2022-03-31 | $67k | 764 | 87.70 |
| 2021-12-31 | $75k | 760 | 98.68 |
| 2021-09-30 | $74k | 756 | 97.88 |
| 2021-06-30 | $69k | 751 | 91.88 |
| 2021-03-31 | $58k | 749 | 77.44 |
| 2020-12-31 | $49k | 713 | 68.72 |
| 2020-09-30 | $34k | 709 | 47.95 |
| 2020-06-30 | $34k | 705 | 48.23 |
| 2020-03-31 | $24k | 700 | 34.29 |