MS — MORGAN STANLEY DEAN WITTER DIS COMMON

Ownership history in APPLETON PARTNERS INC/MA  ·  58 quarters on record

This page tracks every 13F SEC filing in which APPLETON PARTNERS INC/MA reported a position in MORGAN STANLEY DEAN WITTER DIS COMMON (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
1.77% (2025 Q4)
Avg. % of fund
0.45%
First filed
1999 Q2
Last filed
2025 Q4
Quarters held
58
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 151,496 -1,437 -0.9% 1.77% $26.9M $176.56
2025 Q3 REDUCED 152,933 -1,973 -1.3% 1.63% $24.3M $157.13
2025 Q2 ADDED 154,906 +168 +0.1% 1.54% $21.8M $138.28
2025 Q1 ADDED 154,738 +1,698 +1.1% 1.40% $18.1M $113.62
54 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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