Morgan Stanley shares owned by Accurate Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Accurate Wealth Management
from 13F filings
Historical chart of Accurate Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Accurate Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Accurate Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $634k | 4.1k | 155.30 |
| 2025-06-30 | $470k | 3.3k | 142.74 |
| 2025-03-31 | $211k | 1.9k | 109.48 |
| 2024-09-30 | $212k | 1.9k | 112.26 |
| 2022-12-31 | $28k | 312 | 89.01 |
| 2021-12-31 | $992k | 7.4k | 134.22 |
| 2021-09-30 | $985k | 7.3k | 134.45 |
| 2021-06-30 | $930k | 10k | 91.69 |
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