MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025

Shares 47,940 Value ($000) $8,511 Avg Close $166.47 Range $150.92 - $182.34

Q3 2025

Shares 42,791 Value ($000) $6,802 Avg Close $146.45 Range $133.51 - $162.99

Q2 2025

Shares 41,546 Value ($000) $5,852 Avg Close $120.96 Range $92.37 - $140.07

Q1 2025

Shares 41,768 Value ($000) $4,873 Avg Close $125.91 Range $106.95 - $139.08

Q4 2024

Shares 39,790 Value ($000) $5,002 Avg Close $119.51 Range $99.47 - $132.53

Q3 2024

Shares 39,453 Value ($000) $4,113 Avg Close $96.90 Range $87.77 - $104.37

Q2 2024

Shares 39,812 Value ($000) $3,869 Avg Close $90.80 Range $80.57 - $98.76

Q1 2024

Shares 38,246 Value ($000) $3,601 Avg Close $83.21 Range $78.09 - $89.78

Q4 2023

Shares 39,039 Value ($000) $3,640 Avg Close $74.81 Range $65.08 - $88.18

Q3 2023

Shares 16,180 Value ($000) $1,321 Avg Close $80.29 Range $75.13 - $87.80

Q2 2023

Shares 17,924 Value ($000) $1,531 Avg Close $78.37 Range $74.18 - $83.63

Q1 2023

Shares 18,888 Value ($000) $1,658 Avg Close $84.81 Range $74.44 - $91.99

Q4 2022

Shares 18,991 Value ($000) $1,615 Avg Close $76.80 Range $66.82 - $85.98

Q3 2022

Shares 15,990 Value ($000) $1,263 Avg Close $75.24 Range $63.87 - $82.59

Q2 2022

Shares 17,538 Value ($000) $1,334 Avg Close $72.42 Range $64.03 - $81.68

Q1 2022

Shares 16,913 Value ($000) $1,478 Avg Close $84.62 Range $72.05 - $96.45

Q4 2021

Shares 11,583 Value ($000) $1,137 Avg Close $86.77 Range $81.94 - $91.95

Q3 2021

Shares 10,150 Value ($000) $988 Avg Close $85.71 Range $74.82 - $91.84

Q2 2021

Shares 10,819 Value ($000) $992 Avg Close $73.70 Range $65.34 - $81.12

Q1 2021

Shares 12,751 Value ($000) $990 Avg Close $65.58 Range $57.28 - $74.24

Q4 2020

Shares 13,348 Value ($000) $915 Avg Close $48.82 Range $39.28 - $58.80

Q3 2020

Shares 14,200 Value ($000) $687 Avg Close $42.54 Range $38.81 - $46.02

Q2 2020

Shares 14,969 Value ($000) $723 Avg Close $35.21 Range $25.96 - $43.57

Q1 2020

Shares 17,898 Value ($000) $609 Avg Close $39.15 Range $22.66 - $47.65

Q4 2019

Shares 26,581 Value ($000) $1,359 Avg Close $39.09 Range $32.28 - $42.57

Q3 2019

Shares 11,805 Value ($000) $504 Avg Close $35.02 Range $31.84 - $37.33

Q2 2019

Shares 29,330 Value ($000) $1,285 Avg Close $36.28 Range $32.95 - $39.67

Q1 2019

Shares 29,703 Value ($000) $1,253 Avg Close $34.01 Range $31.17 - $36.36

Q4 2018

Shares 25,760 Value ($000) $1,021 Avg Close $35.01 Range $29.55 - $38.29

Q3 2018

Shares 20,739 Value ($000) $966 Avg Close $38.94 Range $36.75 - $40.98

Q2 2018

Shares 20,639 Value ($000) $978 Avg Close $41.43 Range $37.41 - $44.18

Q1 2018

Shares 47,733 Value ($000) $2,576 Avg Close $43.68 Range $39.53 - $46.93

Q4 2017

Shares 39,683 Value ($000) $2,089 Avg Close $39.73 Range $37.31 - $42.69

Q3 2017

Shares 33,454 Value ($000) $1,611 Avg Close $36.26 Range $34.33 - $38.29

Q2 2017

Shares 31,140 Value ($000) $1,388 Avg Close $33.54 Range $31.40 - $35.81

Q1 2017

Shares 36,658 Value ($000) $1,570 Avg Close $34.36 Range $31.06 - $36.70

Q4 2016

Shares 34,278 Value ($000) $1,448 Avg Close $29.14 Range $23.75 - $33.99

Q3 2016

Shares 24,144 Value ($000) $774 Avg Close $22.85 Range $18.72 - $24.89

Q2 2016

Shares 26,087 Value ($000) $678 Avg Close $19.90 Range $17.61 - $21.56

Q1 2016

Shares 29,382 Value ($000) $735 Avg Close $19.31 Range $16.04 - $23.88

Q4 2015

Shares 26,821 Value ($000) $853 Avg Close $25.00 Range $22.61 - $26.92

Q3 2015

Shares 24,084 Value ($000) $759 Avg Close $27.26 Range $22.80 - $30.66

Q2 2015

Shares 23,419 Value ($000) $908 Avg Close $28.39 Range $26.31 - $30.07

Q1 2015

Shares 24,387 Value ($000) $910 Avg Close $26.67 Range $25.09 - $29.04

Q4 2014

Shares 16,289 Value ($000) $632 Avg Close $26.37 Range $23.19 - $29.07

Q3 2014

Shares 14,531 Value ($000) $502 Avg Close $24.62 Range $23.01 - $26.95

Q2 2014

Shares 15,475 Value ($000) $500 Avg Close $22.71 Range $20.81 - $24.20

Q1 2014

Shares 13,246 Value ($000) $413 Avg Close $22.70 Range $21.15 - $24.60

Q3 2013

Shares 9,454 Value ($000) $255 Avg Close $19.65 Range $17.42 - $21.61

Q2 2013

Shares 10,066 Value ($000) $246 Avg Close $17.33 Range $14.71 - $19.87

Period	Shares	Value ($000)	Average Close	Price Range
Q4 2025	47,940	$8,511	$166.47	$150.92 - $182.34
Q3 2025	42,791	$6,802	$146.45	$133.51 - $162.99
Q2 2025	41,546	$5,852	$120.96	$92.37 - $140.07
Q1 2025	41,768	$4,873	$125.91	$106.95 - $139.08
Q4 2024	39,790	$5,002	$119.51	$99.47 - $132.53
Q3 2024	39,453	$4,113	$96.90	$87.77 - $104.37
Q2 2024	39,812	$3,869	$90.80	$80.57 - $98.76
Q1 2024	38,246	$3,601	$83.21	$78.09 - $89.78
Q4 2023	39,039	$3,640	$74.81	$65.08 - $88.18
Q3 2023	16,180	$1,321	$80.29	$75.13 - $87.80
Q2 2023	17,924	$1,531	$78.37	$74.18 - $83.63
Q1 2023	18,888	$1,658	$84.81	$74.44 - $91.99
Q4 2022	18,991	$1,615	$76.80	$66.82 - $85.98
Q3 2022	15,990	$1,263	$75.24	$63.87 - $82.59
Q2 2022	17,538	$1,334	$72.42	$64.03 - $81.68
Q1 2022	16,913	$1,478	$84.62	$72.05 - $96.45
Q4 2021	11,583	$1,137	$86.77	$81.94 - $91.95
Q3 2021	10,150	$988	$85.71	$74.82 - $91.84
Q2 2021	10,819	$992	$73.70	$65.34 - $81.12
Q1 2021	12,751	$990	$65.58	$57.28 - $74.24
Q4 2020	13,348	$915	$48.82	$39.28 - $58.80
Q3 2020	14,200	$687	$42.54	$38.81 - $46.02
Q2 2020	14,969	$723	$35.21	$25.96 - $43.57
Q1 2020	17,898	$609	$39.15	$22.66 - $47.65
Q4 2019	26,581	$1,359	$39.09	$32.28 - $42.57
Q3 2019	11,805	$504	$35.02	$31.84 - $37.33
Q2 2019	29,330	$1,285	$36.28	$32.95 - $39.67
Q1 2019	29,703	$1,253	$34.01	$31.17 - $36.36
Q4 2018	25,760	$1,021	$35.01	$29.55 - $38.29
Q3 2018	20,739	$966	$38.94	$36.75 - $40.98
Q2 2018	20,639	$978	$41.43	$37.41 - $44.18
Q1 2018	47,733	$2,576	$43.68	$39.53 - $46.93
Q4 2017	39,683	$2,089	$39.73	$37.31 - $42.69
Q3 2017	33,454	$1,611	$36.26	$34.33 - $38.29
Q2 2017	31,140	$1,388	$33.54	$31.40 - $35.81
Q1 2017	36,658	$1,570	$34.36	$31.06 - $36.70
Q4 2016	34,278	$1,448	$29.14	$23.75 - $33.99
Q3 2016	24,144	$774	$22.85	$18.72 - $24.89
Q2 2016	26,087	$678	$19.90	$17.61 - $21.56
Q1 2016	29,382	$735	$19.31	$16.04 - $23.88
Q4 2015	26,821	$853	$25.00	$22.61 - $26.92
Q3 2015	24,084	$759	$27.26	$22.80 - $30.66
Q2 2015	23,419	$908	$28.39	$26.31 - $30.07
Q1 2015	24,387	$910	$26.67	$25.09 - $29.04
Q4 2014	16,289	$632	$26.37	$23.19 - $29.07
Q3 2014	14,531	$502	$24.62	$23.01 - $26.95
Q2 2014	15,475	$500	$22.71	$20.81 - $24.20
Q1 2014	13,246	$413	$22.70	$21.15 - $24.60
Q3 2013	9,454	$255	$19.65	$17.42 - $21.61
Q2 2013	10,066	$246	$17.33	$14.71 - $19.87