SEC 13F Intelligence

Copperwynd Financial, LLC / MS

Copperwynd Financial, LLC’s Morgan Stanley Position

Does Copperwynd Financial, LLC own Morgan Stanley (MS)? Not currently — the last reported position was 24.4K shares worth $2M in Q3 2022; the fund’s latest 13F (Q2 2025) no longer reports it.

Position Value
$2M
Q3 2022
Shares
24.4K
% of Portfolio
+1.11%
Quarters Held
2
position exited

Position History MS

Reported value by quarter
Q3 ’21: $7MQ3 ’21Q3 ’22: $2MQ3 ’22filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202224.4K$2M+1.11%
Q3 202168.7K$7M+2.76%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Copperwynd Financial, LLC’s full portfolio or all institutional holders of MS.