Focused Investors LLC MS Holdings History

Number of Shares
1.25 Mil
Current Holdings Value*
$176.06 Mil
% of Portfolio
5.76%
Total Estimate Gain
$219.41 Mil
% of Total Estimate Gain
206.79%

Focused Investors LLC's Morgan Stanley Holding Summary

As of 2025-06-30, Focused Investors LLC held 1.25 Mil shares of Morgan Stanley(MS), totaling $176.06 Mil. This investment constitutes 5.76% of their stock portfolio, and Focused Investors LLC now holds 0.08% of the outstanding Morgan Stanley(MS) stock.

The initial trade took place in 2014Q1. And since then Focused Investors LLC has made 7 purchases of MS, at an average price of $33.73, for a total of 3.15 Mil shares. In addition, there have been 30 sales at an average price of $77.74 for 1.90 Mil shares. Based on historical transaction data and MS's current price of $142.52, Focused Investors LLC's estimated gain on his MS holdings is $219.41 Mil, reflecting a 206.79% gain to date.

Focused Investors LLC MS ($142.52) Holding Chart

Focused Investors LLC MS ($142.52) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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