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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

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Badgley Phelps Wealth Managers consolidated in one spreadsheet with up to 7 years of data

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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
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