Morgan Stanley shares owned by Wharton Business Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wharton Business Group
from 13F filings
Historical chart of Wharton Business Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wharton Business Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $554k | 5.9k | 93.28 |
| 2023-09-30 | $485k | 5.9k | 81.66 |
| 2023-06-30 | $514k | 6.0k | 85.33 |
| 2023-03-31 | $528k | 6.0k | 87.65 |
| 2022-12-31 | $538k | 6.3k | 85.01 |
| 2022-09-30 | $500k | 6.3k | 79.00 |
| 2022-06-30 | $481k | 6.3k | 76.00 |
| 2022-03-31 | $649k | 6.6k | 98.13 |
| 2021-12-31 | $649k | 6.6k | 98.13 |
| 2021-06-30 | $638k | 7.0k | 91.68 |
| 2021-03-31 | $540k | 7.0k | 77.60 |
| 2020-12-31 | $540k | 7.9k | 68.59 |
| 2020-09-30 | $381k | 7.9k | 48.39 |
| 2020-06-30 | $364k | 7.5k | 48.30 |
| 2019-12-31 | $293k | 5.7k | 51.07 |
| 2019-09-30 | $245k | 5.7k | 42.71 |
| 2019-06-30 | $258k | 5.9k | 43.83 |
| 2019-03-31 | $248k | 5.9k | 42.13 |
| 2018-12-31 | $233k | 5.9k | 39.58 |
| 2018-09-30 | $274k | 5.9k | 46.54 |
| 2018-06-30 | $279k | 5.9k | 47.39 |
| 2018-03-31 | $341k | 6.3k | 54.01 |
| 2017-12-31 | $336k | 6.4k | 52.43 |
| 2017-09-30 | $309k | 6.4k | 48.21 |
| 2017-06-30 | $303k | 6.8k | 44.60 |
| 2017-03-31 | $291k | 6.8k | 42.83 |
| 2016-12-31 | $352k | 8.3k | 42.29 |
| 2016-09-30 | $801k | 25k | 32.05 |
| 2016-06-30 | $717k | 28k | 25.98 |
| 2016-03-31 | $648k | 26k | 25.02 |
| 2015-12-31 | $824k | 26k | 31.81 |
| 2015-09-30 | $816k | 26k | 31.50 |
| 2015-06-30 | $1.0M | 26k | 38.80 |
| 2015-03-31 | $924k | 26k | 35.67 |
| 2014-12-31 | $1.0M | 26k | 38.81 |
| 2014-09-30 | $891k | 26k | 34.58 |
| 2014-06-30 | $833k | 26k | 32.33 |
| 2014-03-31 | $880k | 28k | 31.16 |
| 2013-12-31 | $956k | 31k | 31.37 |
| 2013-09-30 | $1.0M | 38k | 26.96 |
| 2013-06-30 | $1.1M | 44k | 24.44 |