Ownership history in MORGAN STANLEY · 13 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in VALUED ADVISERS TR (EQTY). 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 | UNCHANGED | 3,904 | — | 0% | 0.00% | $105K | $26.99 |
| 2025 Q3 | ADDED | 3,904 | +1 | +0.0% | 0.00% | $100K | $25.66 |
| 2025 Q2 | UNCHANGED | 3,903 | — | 0% | 0.00% | $98K | $25.03 |
| 2025 Q1 | UNCHANGED | 3,903 | — | 0% | 0.00% | $91K | $23.18 |
As of 2025 Q4 — sorted by position size