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Morgan Stanley shares owned by Whalerock Point Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Whalerock Point Partners from 13F filings

Historical chart of Whalerock Point Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Whalerock Point Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Whalerock Point Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $224k 1.4k 158.96
2018-03-31 $324k 6.0k 54.00
2017-12-31 $315k 6.0k 52.50