Morgan Stanley shares owned by Schear Investment Advisers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Schear Investment Advisers
from 13F filings
Historical chart of Schear Investment Advisers investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Schear Investment Advisers consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Schear Investment Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 18k | 158.96 |
| 2025-06-30 | $2.5M | 18k | 140.86 |
| 2025-03-31 | $1.9M | 17k | 116.67 |
| 2024-12-31 | $1.7M | 14k | 125.72 |
| 2024-09-30 | $1.1M | 11k | 104.24 |
| 2024-06-30 | $963k | 9.9k | 97.19 |
| 2024-03-31 | $953k | 10k | 94.16 |
| 2023-12-31 | $1.4M | 15k | 93.25 |
| 2023-09-30 | $1.2M | 15k | 81.67 |
| 2023-06-30 | $1.3M | 15k | 85.40 |
| 2023-03-31 | $1.3M | 15k | 87.80 |
| 2022-12-31 | $1.3M | 15k | 85.02 |
More positions owned by Schear Investment Advisers
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