Harry Burn - Sound Shore Management
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    40
Portfolio value:    $2,984,059,912
Holdings Activity Buys Sells    History
Holding/activity history for  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2023   Q1 0 0.00 Sell 100.00% 1.98 $81.72–100.99 · VW $93.04i SEC
2022   Q4 619,501 1.98 Reduce 4.12% 0.09 $74.67–95.16 · VW $85.65i $52,669,975 SEC
2022   Q3 646,122 2.07 Reduce 44.56% 1.45 $72.05–92.29 · VW $83.25i $51,050,000 SEC
2022   Q2 1,165,446 3.25 Reduce 7.52% 0.24 $72.23–92.93 · VW $82.25i $88,644,000 SEC
2022   Q1 1,260,247 3.20 Add 13.86% 0.39 $81.97–109.73 · VW $95.07i $110,146,000 SEC
2021   Q4 1,106,867 3.02 Reduce 0.58% 0.02 $93.88–105.34 · VW $99.13i $108,650,000 SEC
2021   Q3 1,113,324 3.06 Reduce 10.28% 0.32 $86.95–105.95 · VW $97.88i $108,338,000 SEC
2021   Q2 1,240,906 3.16 Reduce 4.65% 0.14 $76.25–94.27 · VW $85.94i $113,779,000 SEC
2021   Q1 1,301,417 2.95 Reduce 31.56% 1.22 $66.85–86.64 · VW $75.30i $101,068,000 SEC
2020   Q4 1,901,407 3.88 Reduce 14.96% 0.51 $46.42–68.97 · VW $56.23i $130,303,000 SEC
2020   Q3 2,235,887 3.38 Reduce 8.79% 0.32 $45.86–54.38 · VW $50.12i $108,105,000 SEC
2020   Q2 2,451,406 3.65 Reduce 27.25% 1.09 $31.16–51.85 · VW $42.35i $118,403,000 SEC
2020   Q1 3,369,641 3.99 Reduce 3.02% 0.13 $27.20–57.57 · VW $43.02i $114,568,000 SEC
2019   Q4 3,474,627 4.15 Reduce 17.24% 0.66 $39.30–51.44 · VW $47.27i $177,623,000 SEC
2019   Q3 4,198,297 3.84 Add 18.36% 0.60 $38.76–45.77 · VW $42.84i $179,141,000 SEC
2019   Q2 3,546,971 3.13 Buy 3.13 $40.43–48.67 · VW $44.43i $155,393,000 SEC
2011   Q1 0 0.00 Sell 100.00% 2.61 $26.70–31.04 · VW $28.89i SEC
2010   Q4 6,193,785 2.61 Add 7.45% 0.18 $23.95–27.77 · VW $25.58i $168,533,000 SEC
2010   Q3 5,764,466 2.38 Add 1.03% 0.02 $22.40–28.05 · VW $25.66i $142,267,000 SEC
2010   Q2 5,705,622 2.47 Reduce 1.60% 0.04 $23.14–32.29 · VW $27.74i $132,427,000 SEC
2010   Q1 5,798,164 2.54 Add 24.21% 0.50 $26.15–33.27 · VW $28.68i $169,828,000 SEC
2009   Q4 4,667,862 2.22 Reduce 11.81% 0.31 $28.75–35.78 · VW $31.61i $138,169,000 SEC
2009   Q3 5,293,112 2.66 Add 42.81% 0.80 $24.85–33.33 · VW $29.11i $163,451,000 SEC
2009   Q2 3,706,437 2.21 Buy 2.21 $20.69–31.99 · VW $26.53i $105,671,000 SEC
2007   Q2 0 0.00 Sell 100.00% 1.42 $77.26–90.95 · VW $84.61i SEC
2007   Q1 1,263,216 1.42 Reduce 18.94% 0.35 $70.30–84.66 · VW $78.41i $99,491,000 SEC
2006   Q4 1,558,300 1.85 Reduce 7.57% 0.15 $72.25–83.40 · VW $77.28i $126,892,000 SEC
2006   Q3 1,685,897 1.92 Buy 1.92 $60.18–73.65 · VW $67.22i $122,919,000 SEC
2006   Q2 0 0.00 Sell 100.00% 2.71 $54.52–66.00 · VW $61.61i SEC
2006   Q1 2,625,503 2.71 Add 29.89% 0.62 $56.74–64.23 · VW $60.82i $164,934,000 SEC
2005   Q4 2,021,283 2.60 Buy 2.60 $50.73–58.67 · VW $55.21i $114,688,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47