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Morgan Stanley shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by Monterey Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $208k 2.2k 94.16
2023-12-31 $205k 2.2k 93.25
2022-03-31 $224k 2.5k 90.10

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