Morgan Stanley shares owned by Whipplewood Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Whipplewood Advisors
from 13F filings
Historical chart of Whipplewood Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by Whipplewood Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Whipplewood Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $82k | 498 | 164.57 |
| 2025-12-31 | $1.4k | 8 | 177.50 |
| 2025-06-30 | $153k | 1.1k | 140.86 |
| 2025-03-31 | $59M | 282k | 208.44 |