Morgan Stanley shares owned by AA Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by AA Financial Advisors
from 13F filings
Historical chart of AA Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by AA Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $696k | 4.2k | 164.57 |
| 2025-12-31 | $717k | 4.0k | 177.53 |
| 2025-09-30 | $638k | 4.0k | 158.96 |
| 2025-06-30 | $567k | 4.0k | 140.86 |
| 2025-03-31 | $375k | 3.2k | 116.67 |
| 2024-12-31 | $404k | 3.2k | 125.72 |
| 2024-09-30 | $269k | 2.6k | 104.24 |
| 2024-06-30 | $251k | 2.6k | 97.19 |
| 2024-03-31 | $243k | 2.6k | 94.16 |