Morgan Stanley shares owned by Trust
Historical chart of Trust investment in Morgan Stanley
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All positions including Morgan Stanley held by Trust consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $120k | 755 | 158.96 |
| 2025-06-30 | $106k | 755 | 140.86 |
| 2025-03-31 | $88k | 755 | 116.67 |
| 2024-12-31 | $95k | 755 | 125.72 |
| 2019-09-30 | $7.0k | 162 | 43.21 |
| 2019-06-30 | $7.0k | 162 | 43.21 |
| 2019-03-31 | $7.0k | 162 | 43.21 |
| 2018-12-31 | $6.0k | 162 | 37.04 |
| 2018-09-30 | $8.0k | 162 | 49.38 |
| 2018-06-30 | $8.0k | 162 | 49.38 |
| 2018-03-31 | $9.0k | 162 | 55.56 |
| 2017-12-31 | $9.0k | 162 | 55.56 |
| 2015-06-30 | $16k | 400 | 40.00 |
| 2015-03-31 | $14k | 400 | 35.00 |