Morgan Stanley shares owned by Aspen Wealth Strategies
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aspen Wealth Strategies
from 13F filings
Historical chart of Aspen Wealth Strategies investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Aspen Wealth Strategies consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Aspen Wealth Strategies
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $448k | 2.8k | 158.96 |
| 2025-06-30 | $380k | 2.7k | 140.86 |
| 2025-03-31 | $304k | 2.6k | 116.67 |
| 2024-12-31 | $327k | 2.6k | 125.72 |
| 2024-09-30 | $278k | 2.7k | 104.24 |