MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

ENVESTNET ASSET MANAGEMENT INC's Holding History (CIK: 0001407543)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025

Shares 2,809,232 Value ($000) $498,723 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 2,920,977 Value ($000) $464,318 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 3,048,457 Value ($000) $429,398 Avg Close $120.96 Range $92.37 - $140.07

Q1 2025

Shares 2,946,684 Value ($000) $343,790 Avg Close $125.91 Range $106.95 - $139.08

Q4 2024

Shares 2,480,672 Value ($000) $311,870 Avg Close $119.51 Range $99.47 - $132.53

Q3 2024

Shares 2,526,924 Value ($000) $263,407 Avg Close $96.90 Range $87.77 - $104.37

Q2 2024

Shares 2,512,442 Value ($000) $244,184 Avg Close $90.80 Range $80.57 - $98.76

Q1 2024

Shares 2,412,962 Value ($000) $227,204 Avg Close $83.21 Range $78.09 - $89.78

Q4 2023

Shares 1,923,327 Value ($000) $179,350 Avg Close $74.81 Range $65.08 - $88.18

Q3 2023

Shares 1,842,060 Value ($000) $150,441 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 1,451,654 Value ($000) $123,971 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 1,436,526 Value ($000) $122,165 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 1,365,353 Value ($000) $116,082 Avg Close $76.80 Range $66.82 - $85.98

Q3 2022

Shares 1,350,311 Value ($000) $106,688 Avg Close $75.24 Range $63.87 - $82.59

Q2 2022

Shares 1,357,816 Value ($000) $103,275 Avg Close $72.42 Range $64.03 - $81.68

Q1 2022

Shares 1,962,677 Value ($000) $171,538 Avg Close $84.62 Range $72.05 - $96.45

Q4 2021

Shares 1,948,297 Value ($000) $191,245 Avg Close $86.77 Range $81.94 - $91.95

Q3 2021

Shares 1,881,926 Value ($000) $183,130 Avg Close $85.71 Range $74.82 - $91.84

Q2 2021

Shares 1,317,197 Value ($000) $120,774 Avg Close $73.70 Range $65.34 - $81.12

Q1 2021

Shares 1,378,779 Value ($000) $107,076 Avg Close $65.58 Range $57.28 - $74.24

Q4 2020

Shares 1,422,399 Value ($000) $97,477 Avg Close $48.82 Range $39.28 - $58.80

Q3 2020

Shares 1,440,778 Value ($000) $69,662 Avg Close $42.54 Range $38.81 - $46.02

Q2 2020

Shares 1,437,825 Value ($000) $69,444 Avg Close $35.21 Range $25.96 - $43.57

Q1 2020

Shares 1,046,374 Value ($000) $35,577 Avg Close $39.15 Range $22.66 - $47.65

Q4 2019

Shares 765,803 Value ($000) $39,148 Avg Close $39.09 Range $32.28 - $42.57

Q3 2019

Shares 679,789 Value ($000) $29,007 Avg Close $35.02 Range $31.84 - $37.33

Q2 2019

Shares 646,291 Value ($000) $28,314 Avg Close $36.28 Range $32.95 - $39.67

Q1 2019

Shares 653,221 Value ($000) $27,566 Avg Close $34.01 Range $31.17 - $36.36

Q4 2018

Shares 997,869 Value ($000) $39,566 Avg Close $35.01 Range $29.55 - $38.29

Q3 2018

Shares 43,673 Value ($000) $2,034 Avg Close $38.94 Range $36.75 - $40.98

Q2 2018

Shares 75,228 Value ($000) $3,564 Avg Close $41.43 Range $37.41 - $44.18

Q1 2018

Shares 61,885 Value ($000) $3,225 Avg Close $43.68 Range $39.53 - $46.93

Q4 2017

Shares 312,633 Value ($000) $16,404 Avg Close $39.73 Range $37.31 - $42.69

Q3 2017

Shares 272,937 Value ($000) $13,147 Avg Close $36.26 Range $34.33 - $38.29

Q2 2017

Shares 255,566 Value ($000) $11,384 Avg Close $33.54 Range $31.40 - $35.81

Q1 2017

Shares 208,306 Value ($000) $8,921 Avg Close $34.36 Range $31.06 - $36.70

Q4 2016

Shares 174,889 Value ($000) $7,388 Avg Close $29.14 Range $23.75 - $33.99

Q3 2016

Shares 162,688 Value ($000) $5,216 Avg Close $22.85 Range $18.72 - $24.89

Q2 2016

Shares 177,231 Value ($000) $4,604 Avg Close $19.90 Range $17.61 - $21.56

Q1 2016

Shares 169,218 Value ($000) $4,232 Avg Close $19.31 Range $16.04 - $23.88

Q4 2015

Shares 187,336 Value ($000) $5,959 Avg Close $25.00 Range $22.61 - $26.92

Q3 2015

Shares 185,298 Value ($000) $5,837 Avg Close $27.26 Range $22.80 - $30.66

Q2 2015

Shares 154,428 Value ($000) $5,990 Avg Close $28.39 Range $26.31 - $30.07

Q1 2015

Shares 146,587 Value ($000) $5,232 Avg Close $26.67 Range $25.09 - $29.04

Q4 2014

Shares 5,575 Value ($000) $216 Avg Close $26.37 Range $23.19 - $29.07

Q3 2014

Shares 8,736 Value ($000) $302 Avg Close $24.62 Range $23.01 - $26.95

Q2 2014

Shares 4,502 Value ($000) $146 Avg Close $22.71 Range $20.81 - $24.20

Q1 2014

Shares 6,458 Value ($000) $201 Avg Close $22.70 Range $21.15 - $24.60

Q4 2013

Shares 5,497 Value ($000) $172 Avg Close $21.80 Range $19.35 - $23.37

Q3 2013

Shares 1,214 Value ($000) $33 Avg Close $19.65 Range $17.42 - $21.61

Q2 2013

Shares 2,137 Value ($000) $52 Avg Close $17.33 Range $14.71 - $19.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	2,809,232	$498,723	$166.47	$150.92 - $182.34
Q3 2025	2,920,977	$464,318	$146.45	$133.51 - $162.99
Q2 2025	3,048,457	$429,398	$120.96	$92.37 - $140.07
Q1 2025	2,946,684	$343,790	$125.91	$106.95 - $139.08
Q4 2024	2,480,672	$311,870	$119.51	$99.47 - $132.53
Q3 2024	2,526,924	$263,407	$96.90	$87.77 - $104.37
Q2 2024	2,512,442	$244,184	$90.80	$80.57 - $98.76
Q1 2024	2,412,962	$227,204	$83.21	$78.09 - $89.78
Q4 2023	1,923,327	$179,350	$74.81	$65.08 - $88.18
Q3 2023	1,842,060	$150,441	$80.29	$75.13 - $87.80
Q2 2023	1,451,654	$123,971	$78.37	$74.18 - $83.63
Q1 2023	1,436,526	$122,165	$84.81	$74.44 - $91.99
Q4 2022	1,365,353	$116,082	$76.80	$66.82 - $85.98
Q3 2022	1,350,311	$106,688	$75.24	$63.87 - $82.59
Q2 2022	1,357,816	$103,275	$72.42	$64.03 - $81.68
Q1 2022	1,962,677	$171,538	$84.62	$72.05 - $96.45
Q4 2021	1,948,297	$191,245	$86.77	$81.94 - $91.95
Q3 2021	1,881,926	$183,130	$85.71	$74.82 - $91.84
Q2 2021	1,317,197	$120,774	$73.70	$65.34 - $81.12
Q1 2021	1,378,779	$107,076	$65.58	$57.28 - $74.24
Q4 2020	1,422,399	$97,477	$48.82	$39.28 - $58.80
Q3 2020	1,440,778	$69,662	$42.54	$38.81 - $46.02
Q2 2020	1,437,825	$69,444	$35.21	$25.96 - $43.57
Q1 2020	1,046,374	$35,577	$39.15	$22.66 - $47.65
Q4 2019	765,803	$39,148	$39.09	$32.28 - $42.57
Q3 2019	679,789	$29,007	$35.02	$31.84 - $37.33
Q2 2019	646,291	$28,314	$36.28	$32.95 - $39.67
Q1 2019	653,221	$27,566	$34.01	$31.17 - $36.36
Q4 2018	997,869	$39,566	$35.01	$29.55 - $38.29
Q3 2018	43,673	$2,034	$38.94	$36.75 - $40.98
Q2 2018	75,228	$3,564	$41.43	$37.41 - $44.18
Q1 2018	61,885	$3,225	$43.68	$39.53 - $46.93
Q4 2017	312,633	$16,404	$39.73	$37.31 - $42.69
Q3 2017	272,937	$13,147	$36.26	$34.33 - $38.29
Q2 2017	255,566	$11,384	$33.54	$31.40 - $35.81
Q1 2017	208,306	$8,921	$34.36	$31.06 - $36.70
Q4 2016	174,889	$7,388	$29.14	$23.75 - $33.99
Q3 2016	162,688	$5,216	$22.85	$18.72 - $24.89
Q2 2016	177,231	$4,604	$19.90	$17.61 - $21.56
Q1 2016	169,218	$4,232	$19.31	$16.04 - $23.88
Q4 2015	187,336	$5,959	$25.00	$22.61 - $26.92
Q3 2015	185,298	$5,837	$27.26	$22.80 - $30.66
Q2 2015	154,428	$5,990	$28.39	$26.31 - $30.07
Q1 2015	146,587	$5,232	$26.67	$25.09 - $29.04
Q4 2014	5,575	$216	$26.37	$23.19 - $29.07
Q3 2014	8,736	$302	$24.62	$23.01 - $26.95
Q2 2014	4,502	$146	$22.71	$20.81 - $24.20
Q1 2014	6,458	$201	$22.70	$21.15 - $24.60
Q4 2013	5,497	$172	$21.80	$19.35 - $23.37
Q3 2013	1,214	$33	$19.65	$17.42 - $21.61
Q2 2013	2,137	$52	$17.33	$14.71 - $19.87