Morgan Stanley shares owned by Aaron Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aaron Wealth Advisors
from 13F filings
Historical chart of Aaron Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Aaron Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Aaron Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.9M | 18k | 158.96 |
| 2025-06-30 | $1.3M | 9.5k | 140.86 |
| 2025-03-31 | $1.0M | 8.9k | 116.67 |
| 2024-12-31 | $1.1M | 8.8k | 125.72 |
| 2024-09-30 | $853k | 8.2k | 104.24 |
| 2024-06-30 | $618k | 6.4k | 97.19 |
| 2024-03-31 | $537k | 5.7k | 94.16 |
| 2023-12-31 | $398k | 4.3k | 93.25 |
| 2023-09-30 | $452k | 5.5k | 81.67 |
| 2023-06-30 | $485k | 5.7k | 85.40 |
| 2023-03-31 | $517k | 5.9k | 87.80 |
| 2022-12-31 | $439k | 5.2k | 85.02 |
| 2022-09-30 | $333k | 4.2k | 79.12 |
| 2022-06-30 | $318k | 4.2k | 75.84 |
| 2022-03-31 | $2.9M | 253k | 11.44 |
| 2021-12-31 | $308k | 3.1k | 97.96 |
| 2021-09-30 | $250k | 2.6k | 97.05 |
| 2021-06-30 | $223k | 2.4k | 91.66 |