Ownership history in LYELL WEALTH MANAGEMENT, LP · 32 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP 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 | 109,762 | +964 | +0.9% | 1.41% | $19.5M | $176.56 |
| 2025 Q3 | ADDED | 108,798 | +518 | +0.5% | 1.28% | $17.3M | $157.13 |
| 2025 Q2 | ADDED | 108,280 | +4,909 | +4.7% | 1.20% | $15.3M | $138.28 |
| 2025 Q1 | ADDED | 103,371 | +7,071 | +7.3% | 1.13% | $12.1M | $113.62 |
| 2024 Q4 | ADDED | 96,300 | +1,159 | +1.2% | 1.09% | $12.1M | $121.63 |
| 2024 Q3 | ADDED | 95,141 | +3,617 | +4.0% | 0.90% | $9.9M | $100.05 |
| 2024 Q2 | ADDED | 91,524 | +7,270 | +8.6% | 0.85% | $8.9M | $92.46 |
| 2024 Q1 | ADDED | 84,254 | +5,140 | +6.5% | 0.81% | $7.9M | $88.75 |
| 2023 Q4 | ADDED | 79,114 | +5,772 | +7.9% | 0.84% | $7.4M | $87.04 |
| 2023 Q3 | REDUCED | 73,342 | -1,192 | -1.6% | 0.81% | $6.0M | $75.31 |
As of 2025 Q4 — sorted by position size