MS — MORGAN STANLEY

Ownership history in Alaethes Wealth, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Alaethes Wealth, LLC reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.44% (2021 Q3)
Avg. % of fund
1.09%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 20,655 -6 -0.0% 1.03% $3.7M $176.56
2025 Q3 REDUCED 20,661 -2,335 -10.2% 0.93% $3.3M $157.13
2025 Q2 ADDED 22,996 +274 +1.2% 0.97% $3.2M $138.28
2025 Q1 ADDED 22,722 +256 +1.1% 0.97% $2.7M $113.62
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)

Other funds also holding MS

As of 2025 Q4 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% BRIDGER MANAGEMENT, LLC 3Y 7Y 15.6% Focused Investors LLC 3Y 7Y 7.12% RBF Capital, LLC 3Y 7Y 6.39% MARVIN & PALMER ASSOCIATES INC 3Y 7Y 6.37% Hamlin Capital Management, LLC 3Y 7Y 5.94% AXIOM INVESTORS LLC /DE 3Y 7Y 5.61% Bradyco, Inc. 5.58% Morangie Management LLC 5.23% DCM Advisors, LLC 3Y 5.0%
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