Morgan Stanley shares owned by Summit Trail Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Trail Advisors
from 13F filings
Historical chart of Summit Trail Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Summit Trail Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5M | 28k | 158.96 |
| 2025-06-30 | $3.3M | 24k | 140.86 |
| 2024-09-30 | $1.1M | 10k | 104.24 |
| 2024-06-30 | $885k | 9.1k | 97.19 |
| 2024-03-31 | $1.2M | 13k | 94.16 |
| 2023-12-31 | $1.0M | 11k | 93.25 |
| 2023-09-30 | $1.0M | 13k | 81.67 |
| 2023-06-30 | $1.1M | 13k | 85.40 |
| 2023-03-31 | $833k | 9.5k | 87.80 |
| 2022-12-31 | $374k | 4.4k | 85.02 |
| 2022-09-30 | $447k | 5.7k | 78.96 |
| 2022-06-30 | $460k | 6.0k | 76.06 |
| 2022-03-31 | $509k | 5.8k | 87.35 |
| 2021-12-31 | $398k | 4.1k | 98.17 |
| 2021-09-30 | $355k | 3.7k | 97.23 |
| 2021-06-30 | $410k | 4.5k | 91.64 |
| 2021-03-31 | $347k | 4.5k | 77.56 |
| 2020-12-31 | $309k | 4.5k | 68.48 |
| 2020-06-30 | $204k | 4.2k | 48.36 |
| 2019-03-31 | $215k | 5.1k | 42.16 |
| 2018-03-31 | $876k | 876k | 1.00 |
| 2017-12-31 | $1.1M | 19k | 56.48 |