Morgan Stanley shares owned by Altus Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Altus Wealth Group
from 13F filings
Historical chart of Altus Wealth Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Altus Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $532k | 3.3k | 158.97 |
| 2025-06-30 | $479k | 3.4k | 140.84 |
| 2025-03-31 | $412k | 3.5k | 116.66 |
| 2024-12-31 | $437k | 3.5k | 125.73 |
| 2024-09-30 | $373k | 3.6k | 104.23 |
| 2024-06-30 | $354k | 3.6k | 97.18 |
| 2024-03-31 | $352k | 3.7k | 94.16 |
| 2023-12-31 | $355k | 3.8k | 93.24 |
| 2023-09-30 | $309k | 3.8k | 81.67 |
| 2023-06-30 | $325k | 3.8k | 85.41 |
| 2023-03-31 | $343k | 3.9k | 87.79 |
| 2022-12-31 | $331k | 3.9k | 85.01 |
| 2022-09-30 | $381k | 3.9k | 97.24 |
| 2022-06-30 | $381k | 3.9k | 97.24 |
| 2022-03-31 | $346k | 4.0k | 87.42 |
| 2021-12-31 | $385k | 3.9k | 98.14 |
| 2021-09-30 | $381k | 3.9k | 97.24 |
| 2021-06-30 | $348k | 3.9k | 89.29 |
| 2021-03-31 | $351k | 3.9k | 89.29 |
| 2020-12-31 | $285k | 4.2k | 68.07 |