CHARTWELL INVESTMENT PARTNERS, LLC MS — MORGAN STANLEY

Ownership history in CHARTWELL INVESTMENT PARTNERS, LLC  ·  21 quarters on record

AI Ownership Summary

CHARTWELL INVESTMENT PARTNERS, LLC reported MORGAN STANLEY (MS) in 21 quarterly 13F filings from 2023 Q4 through 2024 Q3. Peak portfolio weight reached 0.79% in 2024 Q3. The latest visible filing shows MS at 0.79% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CHARTWELL INVESTMENT PARTNERS, LLC's position in MORGAN STANLEY, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2024 Q3

MS was reported at 0.79% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.79% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2024 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MS stock page CHARTWELL INVESTMENT PARTNERS, LLC fund profile CHARTWELL INVESTMENT PARTNERS, LLC full holdings
How CHARTWELL INVESTMENT PARTNERS, LLC held MS — position size vs. price
% of Fund (quarterly)    MS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2024 Q3 REDUCED — — — 220,262 -3,129 -1.4% 0.79% $23.0M 2024-11-14 (Est.) $127.43
2024 Q2 ADDED — — — 223,391 +1,685 +0.8% 0.76% $21.7M 2024-08-08 $90.34
2024 Q1 ADDED — — — 221,706 +1,744 +0.8% 0.72% $20.9M 2024-05-14 $94.03
2023 Q4 ADDED — — — 219,962 +6,908 +3.2% 0.72% $20.5M 2024-02-15 $80.32
17 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding MS

As of 2026 Q1 — sorted by position size

MITSUBISHI UFJ FINANCIAL GROUP INC 3Y 7Y 100.0% Caldwell Investment Management Ltd. 3Y 15.54% BRIDGER MANAGEMENT, LLC 3Y 7Y 14.44% Focused Investors LLC 3Y 7Y 6.57% NIGHTVIEW CAPITAL, LLC 3Y 7Y 6.17% Morangie Management LLC 5.87% New Republic Capital, LLC 5.77% AXIOM INVESTORS LLC /DE 3Y 7Y 5.7% Fullerton Fund Management Co Ltd. 3Y 7Y 5.47% Geremia Financial Services, LLC 5.36%

FAQ About CHARTWELL INVESTMENT PARTNERS, LLC and MS

These are the practical questions this page is built to answer before you even open the full history table.

How long has CHARTWELL INVESTMENT PARTNERS, LLC reported owning MS?

CHARTWELL INVESTMENT PARTNERS, LLC reported MS across 4 quarterly 13F filings, from 2023 Q4 through 2024 Q3.

What was the largest reported MS position in CHARTWELL INVESTMENT PARTNERS, LLC's portfolio?

The largest reported portfolio weight for MS was 0.79% in 2024 Q3.

What is the latest reported MS position on this page?

The most recent filing on this page is 2024 Q3, when CHARTWELL INVESTMENT PARTNERS, LLC reported 220,262 shares, equal to 0.79% of portfolio, with an estimated market value of $23.0M.

What does the chart on this MS ownership page compare?

The chart compares CHARTWELL INVESTMENT PARTNERS, LLC's quarterly MS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CHARTWELL INVESTMENT PARTNERS, LLC time their MS position?

Based on 13F filing dates vs. subsequent MS price moves, CHARTWELL INVESTMENT PARTNERS, LLC correctly timed 12 out of 20 reported position changes (60%). The annualised alpha on MS relative to SPY over the holding period was +9.5%.

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