MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Envestnet Portfolio Solutions, Inc.'s Holding History (CIK: 0001998033)

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

Q4 2025
Shares 111,815 Value ($000) $19,851 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 108,383 Value ($000) $17,229 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 121,960 Value ($000) $17,179 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 136,225 Value ($000) $15,893 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 126,809 Value ($000) $15,942 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 126,295 Value ($000) $13,165 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 108,235 Value ($000) $10,519 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 125,000 Value ($000) $11,770 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 110,825 Value ($000) $10,334 Avg Close $74.81 Range $65.08 - $88.18
Q3 2023
Shares 109,534 Value ($000) $8,946 Avg Close $80.29 Range $75.13 - $87.80