Morgan Stanley shares owned by AE Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $28M | 155k | 177.53 |
| 2025-09-30 | $3.4M | 22k | 158.96 |
| 2025-06-30 | $2.6M | 19k | 140.87 |
| 2025-03-31 | $1.6M | 14k | 116.65 |
| 2024-12-31 | $1.7M | 14k | 125.79 |
| 2024-09-30 | $1.4M | 14k | 104.25 |
| 2024-06-30 | $1.1M | 11k | 97.20 |
| 2024-03-31 | $731k | 7.8k | 94.16 |
| 2023-12-31 | $7.3M | 83k | 87.73 |
| 2023-09-30 | $6.6M | 80k | 81.67 |
| 2023-06-30 | $8.1M | 95k | 85.40 |
| 2023-03-31 | $7.1M | 81k | 87.80 |
| 2022-12-31 | $7.0M | 83k | 85.02 |
| 2022-09-30 | $5.4M | 69k | 79.01 |
| 2022-06-30 | $4.7M | 61k | 76.06 |
| 2022-03-31 | $4.6M | 52k | 87.41 |
| 2021-12-31 | $2.7M | 28k | 98.16 |
| 2021-09-30 | $2.4M | 24k | 97.31 |
| 2021-06-30 | $2.2M | 24k | 91.71 |
| 2021-03-31 | $1.8M | 23k | 77.65 |
| 2020-12-31 | $1.7M | 25k | 68.54 |
| 2020-09-30 | $1.5M | 32k | 48.35 |
| 2020-06-30 | $1.7M | 36k | 48.31 |
| 2020-03-31 | $1.6M | 48k | 34.01 |
| 2019-12-31 | $1.3M | 26k | 51.12 |
| 2019-09-30 | $700k | 16k | 42.64 |
| 2019-06-30 | $728k | 17k | 43.81 |
| 2019-03-31 | $385k | 9.1k | 42.17 |
| 2018-12-31 | $279k | 7.0k | 39.65 |
| 2018-09-30 | $527k | 11k | 46.61 |
| 2018-06-30 | $253k | 5.3k | 47.47 |
| 2018-03-31 | $241k | 4.5k | 53.88 |
| 2017-12-31 | $221k | 4.2k | 52.49 |