Fundx shares owned by Morgan Stanley
Historical chart of Morgan Stanley investment in Fundx
Tip: Access up to 7 years of quarterly data
All positions including Fundx held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Fundx by Morgan Stanley
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $28k | 379 | 73.17 |
| 2024-12-31 | $27k | 379 | 71.71 |
| 2024-09-30 | $11k | 161 | 67.93 |
| 2024-06-30 | $11k | 161 | 66.29 |
| 2024-03-31 | $9.9k | 161 | 61.47 |
| 2023-12-31 | $8.9k | 161 | 55.34 |
| 2023-09-30 | $7.9k | 161 | 49.33 |
| 2023-06-30 | $8.3k | 161 | 51.52 |
| 2022-12-31 | $7.9k | 161 | 48.86 |