Morgan Stanley shares owned by Trilogy Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Trilogy Capital
from 13F filings
Historical chart of Trilogy Capital investment in Morgan Stanley
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All positions including Morgan Stanley held by Trilogy Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Trilogy Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 27k | 158.96 |
| 2025-06-30 | $3.9M | 28k | 140.86 |
| 2025-03-31 | $3.2M | 27k | 116.67 |
| 2024-12-31 | $2.6M | 21k | 125.72 |
| 2024-09-30 | $456k | 4.4k | 104.24 |
| 2024-06-30 | $361k | 3.7k | 97.19 |
| 2024-03-31 | $297k | 3.2k | 94.16 |
| 2023-12-31 | $290k | 3.1k | 93.25 |
| 2023-09-30 | $246k | 3.0k | 81.67 |
| 2023-06-30 | $287k | 3.0k | 94.01 |
| 2023-03-31 | $415k | 4.7k | 87.80 |
| 2022-12-31 | $402k | 4.7k | 85.02 |
| 2022-09-30 | $374k | 4.7k | 79.10 |
| 2022-06-30 | $372k | 4.9k | 76.09 |
| 2022-03-31 | $521k | 6.0k | 87.33 |
| 2021-12-31 | $723k | 7.4k | 98.18 |
| 2021-09-30 | $924k | 9.5k | 97.32 |
| 2021-06-30 | $885k | 9.5k | 92.78 |