MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Evercore Wealth Management, LLC's Holding History (CIK: 0001482689)

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

Q4 2025
Shares 1,216,602 Value ($000) $215,983 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 1,244,132 Value ($000) $197,767 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 1,261,942 Value ($000) $177,757 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 1,241,998 Value ($000) $144,904 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 1,274,422 Value ($000) $160,220 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 1,282,786 Value ($000) $133,718 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 1,292,178 Value ($000) $125,587 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 1,298,565 Value ($000) $122,273 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 1,274,605 Value ($000) $118,857 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 1,225,793 Value ($000) $100,111 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 1,294,535 Value ($000) $110,553 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 1,286,961 Value ($000) $112,995 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 1,287,324 Value ($000) $109,448 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 1,277,312 Value ($000) $100,920 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 1,264,760 Value ($000) $96,197 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 1,287,405 Value ($000) $112,519 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 1,284,122 Value ($000) $126,049 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 1,271,587 Value ($000) $123,738 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 1,287,715 Value ($000) $118,071 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 1,291,802 Value ($000) $100,321 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 1,284,615 Value ($000) $88,035 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 1,273,369 Value ($000) $61,567 Avg Close $42.54 Range $38.81 - $46.02
Q2 2020
Shares 1,247,997 Value ($000) $60,278 Avg Close $35.21 Range $25.96 - $43.57
Q1 2020
Shares 1,211,512 Value ($000) $41,191 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 1,158,965 Value ($000) $59,247 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 1,148,228 Value ($000) $48,995 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 1,092,795 Value ($000) $47,876 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 904,634 Value ($000) $38,176 Avg Close $34.01 Range $31.17 - $36.36
Q4 2017
Shares 8,357 Value ($000) $438 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 8,357 Value ($000) $403 Avg Close $36.26 Range $34.33 - $38.29
Q2 2017
Shares 8,357 Value ($000) $372 Avg Close $33.54 Range $31.40 - $35.81
Q1 2017
Shares 10,025 Value ($000) $430 Avg Close $34.36 Range $31.06 - $36.70
Q4 2016
Shares 4,098 Value ($000) $173 Avg Close $29.14 Range $23.75 - $33.99
Q3 2016
Shares 4,455 Value ($000) $142 Avg Close $22.85 Range $18.72 - $24.89
Q2 2016
Shares 6,919 Value ($000) $180 Avg Close $19.90 Range $17.61 - $21.56
Q1 2016
Shares 8,985 Value ($000) $224 Avg Close $19.31 Range $16.04 - $23.88
Q4 2015
Shares 10,228 Value ($000) $326 Avg Close $25.00 Range $22.61 - $26.92
Q3 2015
Shares 10,060 Value ($000) $317 Avg Close $27.26 Range $22.80 - $30.66
Q2 2015
Shares 9,892 Value ($000) $384 Avg Close $28.39 Range $26.31 - $30.07
Q1 2015
Shares 10,588 Value ($000) $377 Avg Close $26.67 Range $25.09 - $29.04
Q4 2014
Shares 9,208 Value ($000) $357 Avg Close $26.37 Range $23.19 - $29.07
Q3 2014
Shares 9,268 Value ($000) $320 Avg Close $24.62 Range $23.01 - $26.95
Q2 2014
Shares 5,228 Value ($000) $169 Avg Close $22.71 Range $20.81 - $24.20
Q1 2014
Shares 4,784 Value ($000) $149 Avg Close $22.70 Range $21.15 - $24.60
Q4 2013
Shares 3,789 Value ($000) $119 Avg Close $21.80 Range $19.35 - $23.37
Q3 2013
Shares 3,265 Value ($000) $87 Avg Close $19.65 Range $17.42 - $21.61
Q2 2013
Shares 1,777 Value ($000) $43 Avg Close $17.33 Range $14.71 - $19.87