MORGAN STANLEY

Ticker: MS CUSIP: 617446448 Class: COM

Concurrent Investment Advisors, LLC's Holding History (CIK: 0002001015)

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

Q4 2025
Shares 76,338 Value ($000) $13,552 Avg Close $166.47 Range $150.92 - $182.34
Q3 2025
Shares 31,774 Value ($000) $5,051 Avg Close $146.45 Range $133.51 - $162.99
Q2 2025
Shares 41,400 Value ($000) $5,832 Avg Close $120.96 Range $92.37 - $140.07
Q1 2025
Shares 38,775 Value ($000) $4,524 Avg Close $125.91 Range $106.95 - $139.08
Q4 2024
Shares 17,118 Value ($000) $2,152 Avg Close $119.51 Range $99.47 - $132.53
Q3 2024
Shares 17,441 Value ($000) $1,818 Avg Close $96.90 Range $87.77 - $104.37
Q2 2024
Shares 15,724 Value ($000) $1,528 Avg Close $90.80 Range $80.57 - $98.76
Q1 2024
Shares 10,644 Value ($000) $1,002 Avg Close $83.21 Range $78.09 - $89.78
Q4 2023
Shares 9,710 Value ($000) $905 Avg Close $74.81 Range $65.08 - $88.18