Morgan Stanley shares owned by Rothschild Investment
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in Morgan Stanley
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All positions including Morgan Stanley held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.8k | 158.96 |
| 2025-06-30 | $993k | 7.1k | 140.86 |
| 2025-03-31 | $827k | 7.1k | 116.67 |
| 2024-12-31 | $1.0M | 8.0k | 125.72 |
| 2024-09-30 | $821k | 7.9k | 104.24 |
| 2024-06-30 | $766k | 7.9k | 97.19 |
| 2024-03-31 | $668k | 7.1k | 94.16 |
| 2023-12-31 | $609k | 6.5k | 93.25 |