Morgan Stanley shares owned by Aprio Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aprio Wealth Management
from 13F filings
Historical chart of Aprio Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Aprio Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Aprio Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $762k | 4.8k | 158.95 |
| 2025-06-30 | $563k | 4.0k | 140.85 |
| 2025-03-31 | $437k | 3.7k | 116.67 |
| 2024-12-31 | $502k | 4.0k | 125.71 |
| 2024-09-30 | $365k | 3.5k | 104.23 |
| 2024-06-30 | $349k | 3.6k | 97.19 |
| 2024-03-31 | $333k | 3.5k | 94.16 |
| 2023-12-31 | $288k | 3.1k | 93.26 |
| 2023-09-30 | $263k | 3.2k | 81.68 |
| 2023-06-30 | $275k | 3.2k | 85.41 |
| 2023-03-31 | $302k | 3.4k | 87.81 |
| 2022-12-31 | $257k | 3.0k | 85.03 |
| 2022-09-30 | $205k | 2.6k | 78.85 |
| 2022-06-30 | $235k | 3.1k | 76.05 |
| 2021-12-31 | $201k | 2.1k | 97.95 |