Morgan Stanley shares owned by Badgley Phelps Wealth Managers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Badgley Phelps Wealth Managers
from 13F filings
Historical chart of Badgley Phelps Wealth Managers investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Badgley Phelps Wealth Managers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $53M | 296k | 177.53 |
| 2025-09-30 | $46M | 290k | 158.96 |
| 2025-06-30 | $41M | 288k | 140.86 |
| 2025-03-31 | $34M | 289k | 116.67 |
| 2024-12-31 | $36M | 288k | 125.72 |
| 2024-09-30 | $30M | 286k | 104.24 |
| 2024-03-31 | $26M | 277k | 94.16 |
| 2023-12-31 | $39M | 416k | 93.25 |
| 2023-09-30 | $32M | 387k | 81.67 |
| 2023-06-30 | $32M | 379k | 85.40 |
| 2023-03-31 | $33M | 373k | 87.80 |
| 2022-12-31 | $31M | 368k | 85.02 |
| 2022-09-30 | $29M | 363k | 79.01 |
| 2022-06-30 | $27M | 357k | 76.06 |
| 2022-03-31 | $32M | 363k | 87.40 |
| 2021-12-31 | $38M | 382k | 98.16 |
| 2021-09-30 | $36M | 371k | 97.31 |
More positions owned by Badgley Phelps Wealth Managers
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