Morgan Stanley shares owned by Trivest Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Trivest Advisors
from 13F filings
Historical chart of Trivest Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Trivest Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Trivest Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $17M | 97k | 177.53 |
| 2024-12-31 | $50M | 400k | 125.72 |