Morgan Stanley shares owned by Willner & Heller
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Willner & Heller
from 13F filings
Historical chart of Willner & Heller investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Willner & Heller
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $736k | 4.6k | 158.97 |
| 2025-06-30 | $657k | 4.7k | 140.87 |
| 2025-03-31 | $541k | 4.6k | 116.66 |
| 2024-12-31 | $579k | 4.6k | 125.72 |
| 2024-09-30 | $499k | 4.8k | 104.23 |
| 2024-06-30 | $461k | 4.7k | 97.19 |
| 2024-03-31 | $482k | 5.1k | 94.17 |
| 2023-12-31 | $467k | 5.0k | 93.25 |
| 2022-12-31 | $351k | 4.1k | 85.02 |
| 2022-09-30 | $310k | 3.9k | 79.12 |
| 2022-06-30 | $295k | 3.9k | 75.93 |
| 2022-03-31 | $376k | 3.8k | 98.28 |
| 2021-12-31 | $370k | 3.8k | 97.39 |