Morgan Stanley shares owned by Westover Capital Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Westover Capital Advisors
from 13F filings
Historical chart of Westover Capital Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Westover Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.5k | 158.96 |
| 2025-06-30 | $1.1M | 7.5k | 140.86 |
| 2025-03-31 | $879k | 7.5k | 116.67 |
| 2024-12-31 | $947k | 7.5k | 125.72 |
| 2024-09-30 | $796k | 7.6k | 104.24 |
| 2024-06-30 | $564k | 5.8k | 97.19 |
| 2024-03-31 | $546k | 5.8k | 94.16 |
| 2023-12-31 | $541k | 5.8k | 93.25 |
| 2023-09-30 | $466k | 5.7k | 81.67 |
| 2023-06-30 | $487k | 5.7k | 85.40 |
| 2023-03-31 | $501k | 5.7k | 87.80 |
| 2022-12-31 | $340k | 4.0k | 85.02 |
| 2022-09-30 | $316k | 4.0k | 79.00 |
| 2022-06-30 | $304k | 4.0k | 76.00 |
| 2022-03-31 | $350k | 4.0k | 87.50 |
| 2021-12-31 | $393k | 4.0k | 98.25 |
| 2021-09-30 | $389k | 4.0k | 97.25 |
| 2021-06-30 | $367k | 4.0k | 91.75 |
| 2021-03-31 | $311k | 4.0k | 77.75 |
| 2020-12-31 | $274k | 4.0k | 68.50 |
| 2020-03-31 | $272k | 8.0k | 34.00 |
| 2019-12-31 | $414k | 8.1k | 51.11 |
| 2019-09-30 | $341k | 8.0k | 42.62 |
| 2019-06-30 | $350k | 8.0k | 43.75 |
| 2019-03-31 | $338k | 8.0k | 42.25 |
| 2018-12-31 | $596k | 15k | 39.67 |
| 2018-09-30 | $3.0M | 65k | 46.57 |
| 2018-06-30 | $3.0M | 64k | 47.40 |
| 2018-03-31 | $3.5M | 64k | 53.97 |
| 2017-12-31 | $3.3M | 62k | 52.47 |
| 2017-09-30 | $2.8M | 58k | 48.16 |