Morgan Stanley shares owned by WestEnd Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WestEnd Advisors
from 13F filings
Historical chart of WestEnd Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by WestEnd Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by WestEnd Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.5k | 28 | 158.96 |
| 2025-06-30 | $3.8k | 27 | 140.85 |
| 2025-03-31 | $4.3k | 37 | 116.68 |
| 2024-12-31 | $3.1k | 25 | 125.72 |
| 2024-09-30 | $2.4k | 23 | 104.26 |
| 2024-06-30 | $2.0k | 21 | 97.19 |
| 2024-03-31 | $471 | 5 | 94.20 |
| 2022-03-31 | $1.4k | 16 | 87.38 |
| 2021-12-31 | $1.7k | 17 | 98.12 |
| 2021-09-30 | $1.7k | 17 | 97.29 |
| 2021-06-30 | $1.6k | 17 | 91.65 |