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Morgan Stanley shares owned by Shorepoint Capital Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Shorepoint Capital Partners from 13F filings

Historical chart of Shorepoint Capital Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Shorepoint Capital Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Shorepoint Capital Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.6M 35k 158.96
2025-03-31 $4.1M 35k 116.67
2024-12-31 $4.4M 35k 125.72
2024-09-30 $3.7M 36k 104.24
2024-06-30 $3.4M 35k 97.19
2024-03-31 $3.2M 34k 94.16
2023-09-30 $2.5M 30k 81.67
2023-06-30 $2.3M 27k 85.40