Ownership history in Evercore Wealth Management, LLC · 61 quarters on record
This page tracks every 13F SEC filing in which Evercore Wealth Management, LLC reported a position in MORGAN STANLEY COM NEW (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 | REDUCED | 1,216,602 | -27,530 | -2.2% | 3.16% | $216.0M | $176.56 |
| 2025 Q3 | REDUCED | 1,244,132 | -17,810 | -1.4% | 2.90% | $197.8M | $157.13 |
| 2025 Q2 | ADDED | 1,261,942 | +19,944 | +1.6% | 2.76% | $177.8M | $138.28 |
| 2025 Q1 | REDUCED | 1,241,998 | -32,424 | -2.5% | 2.33% | $144.9M | $113.62 |
| 2024 Q4 | REDUCED | 1,274,422 | -8,364 | -0.7% | 2.40% | $160.2M | $121.63 |
| 2024 Q3 | REDUCED | 1,282,786 | -9,392 | -0.7% | 2.01% | $133.7M | $100.05 |
| 2024 Q2 | REDUCED | 1,292,178 | -6,387 | -0.5% | 1.98% | $125.6M | $92.46 |
| 2024 Q1 | ADDED | 1,298,565 | +23,960 | +1.9% | 1.92% | $122.3M | $88.75 |
| 2023 Q4 | ADDED | 1,274,605 | +48,812 | +4.0% | 1.99% | $118.9M | $87.04 |
| 2023 Q3 | REDUCED | 1,225,793 | -68,742 | -5.3% | 1.87% | $100.1M | $75.31 |
As of 2025 Q4 — sorted by position size