MAM
Magellan Asset Management’s Morgan Stanley MS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
164,869
+5,146
| +3% | +$725K | 0.27% | 47 |
|
|
2025
Q1 | $18.6M | Buy |
159,723
+16,475
| +12% | +$1.92M | 0.23% | 50 |
|
|
2024
Q4 | $18M | Buy |
+143,248
| New | +$18M | 0.2% | 49 |
|
|
2023
Q1 | – | Sell |
-1,530
| Closed | -$130K | – | 159 |
|
|
2022
Q4 | $130K | Buy |
+1,530
| New | +$130K | ﹤0.01% | 103 |
|