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Morgan Stanley shares owned by Shaker Investments

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Shaker Investments from 13F filings

Historical chart of Shaker Investments investment in Morgan Stanley

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All positions including Morgan Stanley held by Shaker Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Shaker Investments

Quarter filed Position value Share count Share price at filing
2025-12-31 $3.2M 18k 177.53
2025-09-30 $2.9M 18k 158.96
2025-06-30 $2.5M 18k 140.86
2025-03-31 $2.2M 19k 116.67