Ownership history in Donoghue Forlines LLC · 5 quarters on record
This page tracks every 13F SEC filing in which Donoghue Forlines 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 22,703 | +13,019 | +134.4% | 1.25% | $4.0M | $176.56 |
| 2025 Q3 | REDUCED | 9,684 | -1,493 | -13.4% | 0.47% | $1.5M | $157.13 |
| 2025 Q2 | REDUCED | 11,177 | -1,581 | -12.4% | 0.45% | $1.6M | $138.28 |
| 2025 Q1 | ADDED | 12,758 | +475 | +3.9% | 0.47% | $1.5M | $113.62 |
| 2024 Q4 | INITIATED | 12,283 | — | — | 0.52% | $1.5M | $121.63 |
As of 2025 Q4 — sorted by position size