Morgan Stanley shares owned by West Branch Capital
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by West Branch Capital
from 13F filings
Historical chart of West Branch Capital investment in Morgan Stanley
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All positions including Morgan Stanley held by West Branch Capital consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by West Branch Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $595k | 3.7k | 158.97 |
| 2025-06-30 | $250k | 1.8k | 140.86 |
| 2025-03-31 | $38k | 329 | 116.67 |
| 2024-12-31 | $163k | 1.3k | 125.72 |
| 2024-09-30 | $34k | 323 | 104.24 |
| 2024-06-30 | $31k | 318 | 97.19 |
| 2024-03-31 | $30k | 318 | 94.16 |
| 2023-12-31 | $30k | 318 | 93.25 |
| 2023-09-30 | $26k | 318 | 81.67 |
| 2023-06-30 | $30k | 348 | 85.40 |
| 2022-12-31 | $1.8k | 21 | 85.00 |
| 2022-09-30 | $2.0k | 21 | 95.24 |