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Morgan Stanley shares owned by Aventura Private Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Aventura Private Wealth from 13F filings

Historical chart of Aventura Private Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by Aventura Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.4M 14k 177.53
2025-09-30 $2.2M 14k 158.96
2025-06-30 $1.9M 14k 140.86
2025-03-31 $1.6M 14k 116.67
2024-12-31 $1.7M 14k 125.72