Ownership history in MORGAN STANLEY Β· 79 quarters on record
This page tracks every 13F SEC filing in which MORGAN STANLEY reported a position in D MASTERCARD INC CL A COM S COM (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π MORGAN STANLEY outperformed the S&P 500 by +17.8% annually on this MA position. Timing score: 49% (38/78 decisions correct). Average cost basis: $167.41. Maximum drawdown during holding period: β46.1%.
π₯ Exceptional β beat the S&P 500 by 17.8% per year on this position.
78 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
38 of 78 add/trim decisions correct
Best entry: $4.36 (2006 Q2) Β· Worst: $570.02 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
44 adds Β· 35 trims. Bought during 10 of 18 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.55% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size