Morgan Stanley shares owned by Arkadios Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Arkadios Wealth Advisors
from 13F filings
Historical chart of Arkadios Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Arkadios Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.3M | 27k | 158.96 |
| 2025-06-30 | $3.6M | 26k | 140.86 |
| 2025-03-31 | $1.1M | 9.6k | 116.67 |
| 2024-12-31 | $809k | 6.4k | 125.72 |
| 2024-09-30 | $734k | 7.0k | 104.24 |
| 2024-06-30 | $696k | 7.2k | 97.19 |
| 2024-03-31 | $463k | 4.9k | 94.15 |
| 2023-12-31 | $490k | 5.2k | 93.25 |
| 2023-09-30 | $455k | 5.6k | 81.66 |
| 2023-06-30 | $292k | 3.4k | 85.41 |
| 2023-03-31 | $295k | 3.4k | 87.79 |
| 2022-12-31 | $238k | 2.8k | 85.03 |
| 2021-09-30 | $114k | 1.2k | 97.19 |
| 2021-06-30 | $127k | 1.4k | 91.70 |
| 2021-03-31 | $102k | 1.3k | 76.98 |
| 2020-12-31 | $37k | 542 | 68.27 |
| 2020-09-30 | $42k | 813 | 51.89 |
| 2020-06-30 | $61k | 1.2k | 50.53 |
| 2020-03-31 | $45k | 1.3k | 34.00 |
| 2019-12-31 | $80k | 1.4k | 55.93 |