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      Current Value of Holding

      $95.7M

      Shares

      636k

      % of Portfolio

      0.07%

      Average Buy Price

      $57.4

      Avg closing price
      Price range

      19 PRIMECAP Management Morgan Stanley Trades

      PRIMECAP Management's position in Morgan Stanley is currently worth $95.7M. That's 0.07% of their equity portfolio (153rd largest holding). The investor owns Inf% of the outstanding Morgan Stanley stock. PRIMECAP Management started to build up the position in Morgan Stanley in Q4 2020. Since then they sold 11.4M shares. The stake costed the investor $36.5M, netting the investor a gain of 162% so far.

      Avg closing price
      Price range
      Sold 44.7% shares (-514k shares) Q2 2025
      Avg closing price $122.80
      Price range $99.83 - $140.86
      Sold 2.5% shares (-29.5k shares) Q1 2025
      Avg closing price $129.14
      Price range $111.68 - $141.05
      Sold 18.7% shares (-271k shares) Q4 2024
      Avg closing price $123.47
      Price range $104.42 - $134.98
      Sold 3.7% shares (-55k shares) Q3 2024
      Avg closing price $100.74
      Price range $92.07 - $106.96
      Sold 4.0% shares (-62.8k shares) Q2 2024
      Avg closing price $95.19
      Price range $86.19 - $101.53
      Sold 11.4% shares (-201k shares) Q1 2024
      Avg closing price $88.06
      Price range $83.90 - $94.16
      Sold 30.4% shares (-773k shares) Q4 2023
      Avg closing price $80.00
      Price range $70.40 - $93.66
      Sold 2.9% shares (-76k shares) Q3 2023
      Avg closing price $86.65
      Price range $81.65 - $94.67
      Sold 3.7% shares (-101k shares) Q2 2023
      Avg closing price $85.52
      Price range $81.22 - $91.12
      Sold 23.4% shares (-831k shares) Q1 2023
      Avg closing price $93.33
      Price range $83.95 - $100.83
      Sold 32.3% shares (-1.7M shares) Q4 2022
      Avg closing price $85.23
      Price range $75.30 - $93.07
      Sold 34.8% shares (-2.8M shares) Q3 2022
      Avg closing price $84.29
      Price range $74.69 - $92.02
      Sold 4.0% shares (-336k shares) Q2 2022
      Avg closing price $81.91
      Price range $72.90 - $90.61
      Sold 4.7% shares (-418k shares) Q1 2022
      Avg closing price $96.48
      Price range $83.31 - $108.73
      Sold 10.3% shares (-1.01M shares) Q4 2021
      Avg closing price $99.61
      Price range $94.82 - $104.66
      Sold 2.3% shares (-230k shares) Q3 2021
      Avg closing price $99.08
      Price range $87.64 - $105.45
      Sold 13.7% shares (-1.59M shares) Q2 2021
      Avg closing price $85.75
      Price range $77.29 - $93.96
      Sold 3.6% shares (-437k shares) Q1 2021
      Avg closing price $76.64
      Price range $67.05 - $84.34
      New holding (+12.1M shares) Q4 2020
      Avg closing price $57.38
      Price range $47.26 - $68.53

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      Morgan Stanley expects only slow rate cuts from the Fed - want to be sure inflation lower

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      Morgan Stanley Restructures Wealth Management Roles. Lumia and Shalett Add Responsibilities.

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