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MS position history

The shares of Morgan Stanley (MS) that TORRAY INVESTMENT PARTNERS LLC reported in each quarter’s 13F.

Equity, COM NEW

Shares held by quarter

New Add Reduce Exit

  1. 2024 Q1: 86,029 shares, $8.4M, 1.3% of portfolio, New
  2. 2024 Q2: 44,836 shares, $4.4M, 0.65% of portfolio, Reduce −47.9%
  3. 2024 Q3: 48,487 shares, $5.1M, 0.71% of portfolio, Add +8.1%
  4. 2024 Q4: 38,238 shares, $4.8M, 0.69% of portfolio, Reduce −21.1%
  5. 2025 Q1: 45,313 shares, $5.3M, 0.79% of portfolio, Add +18.5%
  6. 2025 Q2: 44,071 shares, $6.2M, 0.90% of portfolio, Reduce −2.7%
  7. 2025 Q3: 39,732 shares, $6.3M, 0.86% of portfolio, Reduce −9.8%
  8. 2025 Q4: 31,138 shares, $5.5M, 0.79% of portfolio, Reduce −21.6%
  9. 2026 Q1: 30,832 shares, $5.1M, 0.74% of portfolio, Reduce −1.0%
  10. 2026 Q2: 2,377 shares, $497K, 0.07% of portfolio, Reduce −92.3%
  11. 2026 Q3: 2,377 shares, $447K, 0.06% of portfolio
Holdings date Value % of holdings Shares Filing date All 13F holders