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Morgan Stanley shares owned by Sunpointe

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

Historical chart of Sunpointe investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Sunpointe

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 1.9k 158.96
2025-06-30 $374k 2.7k 140.85
2025-03-31 $300k 2.6k 116.69
2024-12-31 $350k 2.8k 125.74
2024-09-30 $288k 2.8k 104.24