Morgan Stanley shares owned by Advisor OS
Historical chart of Advisor OS investment in Morgan Stanley
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All positions including Morgan Stanley held by Advisor OS consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Advisor OS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $613k | 3.9k | 158.96 |
| 2025-06-30 | $529k | 3.8k | 140.86 |
| 2025-03-31 | $332k | 2.8k | 116.67 |
| 2024-12-31 | $338k | 2.7k | 125.71 |
| 2024-09-30 | $250k | 2.4k | 104.24 |
| 2024-06-30 | $221k | 2.3k | 97.20 |
| 2020-12-31 | $235k | 3.4k | 68.53 |