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Badgley Phelps Wealth Managers, LLC → MS-PL
Badgley Phelps Wealth Managers, LLC MS-PL Position History
Morgan Stanley
Quarters held
5
Latest value
$52.7M
Q3 2026
Peak value
$59.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $46.1M |
| Q4 2025 | $52.5M |
| Q1 2026 | $47.7M |
| Q2 2026 | $59.3M |
| Q3 2026 | $52.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $52.7M | 280.0K | — | — |
| Q2 2026 | $59.3M | 283.7K | — | — |
| Q1 2026 | $47.7M | 289.7K | — | — |
| Q4 2025 | $52.5M | 295.9K | — | — |
| Q3 2025 | $46.1M | 289.9K | — | — |
Other funds holding MS-PL
$20.8B
$20.8B
$19.1B
$18.4B
$16.7B
$16.4B
$15.9B