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Morgan Stanley shares owned by Ronald Blue Trust

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ronald Blue Trust from 13F filings

Historical chart of Ronald Blue Trust investment in Morgan Stanley

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All positions including Morgan Stanley held by Ronald Blue Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Ronald Blue Trust

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.5M 15k 164.57
2025-12-31 $2.5M 14k 177.52
2025-09-30 $2.4M 15k 158.96
2025-06-30 $2.1M 15k 140.86
2025-03-31 $1.7M 15k 116.67
2024-12-31 $1.8M 17k 104.24
2024-09-30 $1.5M 15k 97.18
2024-06-30 $825k 8.8k 94.16
2024-03-31 $602k 6.4k 94.15
2023-12-31 $580k 7.1k 81.38
2023-09-30 $484k 5.6k 86.03
2023-06-30 $381k 4.3k 88.30
2023-03-31 $836k 9.9k 84.43
2022-12-31 $783k 9.9k 78.86
2022-09-30 $371k 4.9k 75.98
2022-06-30 $323k 3.7k 87.58