Morgan Stanley shares owned by Adviser Investments
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Adviser Investments
from 13F filings
Historical chart of Adviser Investments investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Adviser Investments consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Adviser Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $2.8M | 13k | 209.06 |
| 2026-03-31 | $2.1M | 13k | 164.59 |
| 2025-12-31 | $2.0M | 12k | 177.51 |
| 2025-09-30 | $1.6M | 9.9k | 158.98 |
| 2025-06-30 | $1.5M | 10k | 140.84 |
| 2025-03-31 | $854k | 7.3k | 116.65 |
| 2024-12-31 | $969k | 7.7k | 125.70 |
| 2024-09-30 | $566k | 5.4k | 104.25 |
| 2024-06-30 | $501k | 5.2k | 97.19 |
| 2024-03-31 | $288k | 3.1k | 94.16 |
| 2023-12-31 | $319k | 3.4k | 93.25 |
| 2019-12-31 | $356k | 7.0k | 51.11 |
| 2019-09-30 | $297k | 7.0k | 42.64 |
| 2019-06-30 | $305k | 7.0k | 43.78 |
| 2019-03-31 | $307k | 7.3k | 42.14 |
| 2018-12-31 | $289k | 7.3k | 39.67 |
| 2018-09-30 | $355k | 7.6k | 46.53 |
| 2018-06-30 | $362k | 7.6k | 47.45 |
| 2018-03-31 | $394k | 7.3k | 53.91 |
| 2017-12-31 | $384k | 7.3k | 52.54 |
| 2017-09-30 | $350k | 7.3k | 48.17 |