MS MORGAN STANLEY

Ownership history in Clarendon Private LLC  ·  5 quarters on record

This page tracks every 13F SEC filing in which Clarendon Private 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
1.21% (2025 Q4)
Avg. % of fund
1.07%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 8,034 -69 -0.9% 1.21% $1.4M $176.56
2025 Q3 REDUCED 8,103 -468 -5.5% 1.17% $1.3M $157.13
2025 Q2 ADDED 8,571 +1,255 +17.2% 1.16% $1.2M $138.28
2025 Q1 ADDED 7,316 +218 +3.1% 0.90% $854K $113.62
2024 Q4 INITIATED 7,098 0.93% $892K $121.63
% of Fund (quarterly)    MS price (monthly, adj. close)
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