Morgan Stanley shares owned by Weatherly Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Weatherly Asset Management
from 13F filings
Historical chart of Weatherly Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Weatherly Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Weatherly Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $273k | 1.7k | 158.96 |
| 2025-06-30 | $246k | 1.7k | 140.86 |
| 2025-03-31 | $200k | 1.7k | 116.67 |
| 2024-12-31 | $226k | 1.8k | 125.72 |
| 2022-06-30 | $204k | 2.7k | 76.01 |
| 2022-03-31 | $235k | 2.7k | 87.56 |
| 2021-12-31 | $263k | 2.7k | 97.99 |
| 2021-09-30 | $261k | 2.7k | 97.24 |
| 2021-06-30 | $246k | 2.7k | 91.65 |
| 2021-03-31 | $208k | 2.7k | 77.50 |
More positions owned by Weatherly Asset Management
View all positions for Weatherly Asset Management