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Morgan Stanley shares owned by Scholtz & Company

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Scholtz & Company from 13F filings

Historical chart of Scholtz & Company investment in Morgan Stanley

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All positions including Morgan Stanley held by Scholtz & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Scholtz & Company

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.7M 32k 177.53
2025-09-30 $5.1M 32k 158.96
2025-06-30 $4.8M 34k 140.86
2025-03-31 $713k 6.1k 116.67
2023-03-31 $1.9M 22k 87.82