Morgan Stanley shares owned by Allegheny Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Allegheny Financial Group
from 13F filings
Historical chart of Allegheny Financial Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Allegheny Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Allegheny Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $552k | 3.5k | 158.99 |
| 2025-06-30 | $493k | 3.5k | 140.87 |
| 2025-03-31 | $406k | 3.5k | 116.68 |
| 2024-12-31 | $348k | 2.8k | 125.72 |
| 2024-09-30 | $290k | 2.8k | 104.26 |
| 2024-06-30 | $233k | 2.4k | 97.20 |
| 2021-12-31 | $177k | 1.8k | 98.14 |