MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Mount Yale Investment Advisors, LLC's Holding History (CIK: 0001744349)

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

Q4 2025
Shares 58,250 Value ($000) $10,341 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 26,176 Value ($000) $4,161 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 6,994 Value ($000) $985 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 6,202 Value ($000) $724 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 6,969 Value ($000) $876 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 9,797 Value ($000) $1,021 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 10,822 Value ($000) $1,052 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 10,671 Value ($000) $1,005 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 4,427 Value ($000) $413 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 9,409 Value ($000) $768 Avg Close $80.29 Range $75.13 - $87.80
Q4 2021
Shares 2,077 Value ($000) $204 Avg Close $86.77 Range $81.94 - $91.95
Q3 2021
Shares 5,279 Value ($000) $514 Avg Close $85.71 Range $74.82 - $91.84
Q2 2021
Shares 4,564 Value ($000) $418 Avg Close $73.70 Range $65.34 - $81.12
Q1 2021
Shares 6,705 Value ($000) $521 Avg Close $65.58 Range $57.28 - $74.24
Q4 2020
Shares 6,146 Value ($000) $421 Avg Close $48.82 Range $39.28 - $58.80
Q3 2020
Shares 6,239 Value ($000) $302 Avg Close $42.54 Range $38.81 - $46.02
Q1 2020
Shares 6,136 Value ($000) $209 Avg Close $39.15 Range $22.66 - $47.65
Q4 2019
Shares 13,598 Value ($000) $711 Avg Close $39.09 Range $32.28 - $42.57
Q3 2019
Shares 12,971 Value ($000) $636 Avg Close $35.02 Range $31.84 - $37.33
Q2 2019
Shares 12,750 Value ($000) $517 Avg Close $36.28 Range $32.95 - $39.67
Q1 2019
Shares 13,206 Value ($000) $557 Avg Close $34.01 Range $31.17 - $36.36
Q4 2018
Shares 13,246 Value ($000) $533 Avg Close $35.01 Range $29.55 - $38.29
Q3 2018
Shares 11,383 Value ($000) $531 Avg Close $38.94 Range $36.75 - $40.98
Q2 2018
Shares 1,601 Value ($000) $76 Avg Close $41.43 Range $37.41 - $44.18
Q1 2018
Shares 2,011 Value ($000) $109 Avg Close $43.68 Range $39.53 - $46.93