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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Shorepoint Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Shorepoint Capital Partners
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