Morgan Stanley shares owned by Waddell & Associates
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Waddell & Associates
from 13F filings
Historical chart of Waddell & Associates investment in Morgan Stanley
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All positions including Morgan Stanley held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Waddell & Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $324k | 3.1k | 104.24 |
| 2024-06-30 | $309k | 3.2k | 97.19 |
| 2024-03-31 | $286k | 3.0k | 94.16 |
| 2023-09-30 | $349k | 4.3k | 81.68 |
| 2023-06-30 | $373k | 4.4k | 85.40 |
| 2023-03-31 | $379k | 4.3k | 87.81 |
| 2022-12-31 | $360k | 4.2k | 85.02 |