Morgan Stanley shares owned by Whittier Trust
Historical chart of Whittier Trust investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Whittier Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 18k | 157.59 |
| 2025-06-30 | $2.6M | 18k | 140.86 |
| 2025-03-31 | $2.0M | 18k | 116.67 |
| 2024-12-31 | $2.2M | 18k | 125.72 |
| 2024-09-30 | $1.8M | 17k | 104.24 |
| 2024-06-30 | $1.7M | 17k | 97.19 |
| 2024-03-31 | $1.6M | 17k | 94.15 |
| 2023-12-31 | $1.2M | 13k | 93.25 |
| 2023-09-30 | $1.1M | 14k | 81.67 |
| 2023-06-30 | $1.2M | 14k | 85.40 |
| 2023-03-31 | $1.2M | 14k | 87.80 |
| 2022-12-31 | $1.2M | 14k | 85.02 |
| 2022-09-30 | $1.0M | 13k | 79.03 |
| 2022-06-30 | $926k | 12k | 76.06 |
| 2022-03-31 | $1.0M | 12k | 87.38 |
| 2021-12-31 | $1.1M | 11k | 98.13 |
| 2021-09-30 | $1.2M | 12k | 97.30 |
| 2021-06-30 | $1.0M | 11k | 91.67 |
| 2021-03-31 | $751k | 9.7k | 77.63 |
| 2020-12-31 | $670k | 9.8k | 68.51 |
| 2020-09-30 | $471k | 9.8k | 48.30 |
| 2020-06-30 | $464k | 9.6k | 48.24 |
| 2020-03-31 | $309k | 9.1k | 33.96 |
| 2019-12-31 | $471k | 9.2k | 51.13 |
| 2019-09-30 | $420k | 9.9k | 42.63 |
| 2019-06-30 | $428k | 9.8k | 43.80 |
| 2019-03-31 | $412k | 9.8k | 42.17 |
| 2018-12-31 | $387k | 9.8k | 39.61 |
| 2018-09-30 | $455k | 9.8k | 46.57 |
| 2018-06-30 | $324k | 10k | 32.34 |
| 2018-03-31 | $527k | 9.8k | 53.94 |
| 2017-12-31 | $513k | 9.8k | 52.50 |
| 2017-09-30 | $471k | 9.8k | 48.20 |
| 2017-06-30 | $435k | 9.8k | 44.52 |
| 2017-03-31 | $419k | 9.8k | 42.88 |
| 2016-12-31 | $413k | 9.8k | 42.27 |
| 2016-09-30 | $313k | 9.8k | 32.03 |
| 2016-06-30 | $254k | 9.8k | 26.00 |
| 2016-03-31 | $244k | 9.8k | 24.97 |
| 2015-12-31 | $328k | 10k | 31.83 |
| 2015-09-30 | $324k | 10k | 31.55 |
| 2015-06-30 | $392k | 10k | 38.79 |
| 2015-03-31 | $374k | 11k | 35.66 |
| 2014-12-31 | $389k | 10k | 38.83 |
| 2014-09-30 | $346k | 10k | 34.53 |
| 2014-06-30 | $324k | 10k | 32.34 |
| 2014-03-31 | $312k | 10k | 31.14 |
| 2013-12-31 | $314k | 10k | 31.34 |
| 2013-09-30 | $189k | 7.0k | 26.97 |
| 2013-06-30 | $171k | 7.0k | 24.40 |
| 2012-03-31 | $182k | 9.3k | 19.64 |