Morgan Stanley shares owned by Apexium Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Apexium Financial
from 13F filings
Historical chart of Apexium Financial investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Apexium Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Apexium Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $386k | 2.4k | 158.96 |
| 2025-06-30 | $353k | 2.5k | 140.86 |
| 2024-12-31 | $322k | 2.6k | 125.72 |
| 2024-09-30 | $333k | 3.2k | 104.24 |
| 2024-06-30 | $311k | 3.2k | 97.19 |
| 2024-03-31 | $306k | 3.3k | 94.16 |
| 2023-12-31 | $381k | 4.1k | 93.25 |
| 2023-09-30 | $232k | 2.8k | 81.67 |
| 2023-06-30 | $248k | 2.9k | 85.40 |