MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Kovitz Investment Group Partners, LLC's Holding History (CIK: 0001665198)

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

Q4 2025
Shares 46,436 Value ($000) $8,244 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 227,304 Value ($000) $36,132 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 252,610 Value ($000) $35,583 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 239,375 Value ($000) $27,928 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 240,060 Value ($000) $30,193 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 240,682 Value ($000) $23,408 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 133,701 Value ($000) $12,995 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 112,818 Value ($000) $10,623 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 19,006 Value ($000) $1,772 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 25,520 Value ($000) $2,084 Avg Close $80.29 Range $75.13 - $87.80
Q2 2023
Shares 19,077 Value ($000) $1,629 Avg Close $78.37 Range $74.18 - $83.63
Q1 2023
Shares 18,982 Value ($000) $2 Avg Close $84.81 Range $74.44 - $91.99
Q4 2022
Shares 20,475 Value ($000) $2 Avg Close $76.80 Range $66.82 - $85.98
Q3 2022
Shares 20,597 Value ($000) $1,627 Avg Close $75.24 Range $63.87 - $82.59
Q2 2022
Shares 19,646 Value ($000) $1,494 Avg Close $72.42 Range $64.03 - $81.68
Q1 2022
Shares 19,888 Value ($000) $1,738 Avg Close $84.62 Range $72.05 - $96.45
Q4 2021
Shares 23,238 Value ($000) $1,592 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 24,497 Value ($000) $2,384 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 24,477 Value ($000) $2,244 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 25,200 Value ($000) $1,957 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 23,237 Value ($000) $1,592 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 20,660 Value ($000) $999 Avg Close $42.54 Range $38.81 - $46.02
Q1 2020
Shares 8,593 Value ($000) $292 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 42,013 Value ($000) $2,148 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 44,979 Value ($000) $1,919 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 37,453 Value ($000) $1,641 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 27,578 Value ($000) $1,164 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 7,256 Value ($000) $288 Avg Close $35.01 Range $29.55 - $38.29
Q4 2017
Shares 4,170 Value ($000) $219 Avg Close $39.73 Range $37.31 - $42.69
Q3 2017
Shares 4,255 Value ($000) $205 Avg Close $36.26 Range $34.33 - $38.29