Morgan Stanley shares owned by Union Heritage Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Union Heritage Capital
from 13F filings
Historical chart of Union Heritage Capital investment in Morgan Stanley
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All positions including Morgan Stanley held by Union Heritage Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Union Heritage Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.2M | 33k | 158.96 |
| 2025-06-30 | $4.6M | 33k | 140.86 |
| 2025-03-31 | $3.8M | 33k | 116.67 |
| 2024-12-31 | $4.1M | 33k | 125.72 |
| 2024-09-30 | $3.4M | 33k | 104.24 |
| 2024-06-30 | $3.2M | 33k | 97.19 |
| 2024-03-31 | $3.1M | 33k | 94.16 |
| 2023-12-31 | $2.6M | 28k | 93.25 |
| 2023-09-30 | $2.3M | 28k | 81.67 |
| 2023-06-30 | $2.4M | 28k | 85.41 |
| 2023-03-31 | $2.4M | 28k | 87.79 |
| 2022-12-31 | $2.4M | 28k | 85.02 |
| 2022-09-30 | $2.2M | 28k | 79.00 |
| 2022-06-30 | $2.1M | 28k | 76.04 |
| 2022-03-31 | $2.4M | 28k | 87.40 |
| 2021-12-31 | $2.7M | 28k | 98.17 |
| 2021-09-30 | $2.7M | 28k | 97.31 |
| 2021-06-30 | $2.5M | 28k | 91.69 |
| 2021-03-31 | $2.2M | 28k | 77.63 |