Morgan Stanley shares owned by USA Financial Portformulas
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by USA Financial Portformulas
from 13F filings
Historical chart of USA Financial Portformulas investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by USA Financial Portformulas
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $604k | 3.8k | 158.96 |
| 2025-03-31 | $734k | 6.3k | 116.67 |
| 2024-12-31 | $1.2M | 9.5k | 125.72 |
| 2021-12-31 | $1.0k | 6 | 166.67 |
| 2021-09-30 | $1.2M | 12k | 97.32 |
| 2021-06-30 | $54k | 592 | 91.22 |
| 2021-03-31 | $76k | 978 | 77.71 |
| 2020-12-31 | $85k | 1.2k | 68.55 |
| 2020-09-30 | $111k | 2.3k | 48.32 |
| 2020-03-31 | $153k | 4.5k | 34.08 |
| 2018-06-30 | $3.6M | 66k | 53.97 |
| 2018-03-31 | $3.6M | 67k | 53.96 |
| 2017-03-31 | $3.6M | 84k | 42.84 |
| 2016-12-31 | $3.7M | 89k | 42.25 |
More positions owned by USA Financial Portformulas
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View all positions for USA Financial Portformulas