Morgan Stanley shares owned by Sather Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sather Financial
from 13F filings
Historical chart of Sather Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Sather Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Sather Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.7k | 158.96 |
| 2025-06-30 | $989k | 7.0k | 140.86 |
| 2018-03-31 | $216k | 4.0k | 54.00 |
| 2017-12-31 | $210k | 4.0k | 52.50 |
| 2017-09-30 | $217k | 4.5k | 48.22 |