Morgan Stanley shares owned by Univest National Bank and Trust
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Univest National Bank and Trust
from 13F filings
Historical chart of Univest National Bank and Trust investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Univest National Bank and Trust consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Univest National Bank and Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $395k | 2.5k | 158.97 |
| 2025-06-30 | $349k | 2.5k | 140.86 |
| 2025-03-31 | $289k | 2.5k | 116.65 |
| 2024-12-31 | $311k | 2.5k | 125.71 |
| 2024-09-30 | $257k | 2.5k | 104.27 |
| 2022-09-30 | $210k | 2.7k | 78.98 |
| 2022-06-30 | $205k | 2.7k | 76.92 |
| 2022-03-31 | $245k | 2.8k | 87.36 |
| 2021-12-31 | $263k | 2.7k | 97.09 |
| 2021-09-30 | $256k | 2.6k | 100.00 |
| 2021-06-30 | $230k | 2.5k | 91.74 |
| 2014-09-30 | $204k | 5.9k | 34.65 |
| 2011-09-30 | $826k | 61k | 13.51 |
| 2011-06-30 | $2.1M | 93k | 23.01 |
| 2011-03-31 | $2.4M | 89k | 27.33 |
More positions owned by Univest National Bank and Trust
View all positions for Univest National Bank and Trust