Morgan Stanley shares owned by Accordant Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Accordant Advisory Group
from 13F filings
Historical chart of Accordant Advisory Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Accordant Advisory Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Accordant Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $75k | 470 | 158.96 |
| 2025-06-30 | $66k | 470 | 140.86 |
| 2025-03-31 | $55k | 470 | 116.67 |
| 2024-12-31 | $59k | 470 | 125.72 |
| 2024-09-30 | $49k | 470 | 104.24 |
| 2024-06-30 | $46k | 470 | 97.19 |
| 2024-03-31 | $44k | 470 | 94.16 |