Morgan Stanley shares owned by Baron Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Baron Wealth Management
from 13F filings
Historical chart of Baron Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Baron Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Baron Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $837k | 5.3k | 158.97 |
| 2025-06-30 | $735k | 5.2k | 140.85 |
| 2025-03-31 | $561k | 4.8k | 116.67 |
| 2024-12-31 | $572k | 4.5k | 125.73 |
| 2024-09-30 | $474k | 4.5k | 104.23 |
| 2024-03-31 | $422k | 4.5k | 94.15 |
| 2023-12-31 | $418k | 4.5k | 93.25 |
| 2023-09-30 | $364k | 4.5k | 81.67 |
| 2023-06-30 | $381k | 4.5k | 85.40 |
| 2023-03-31 | $391k | 4.5k | 87.80 |
| 2022-12-31 | $379k | 4.5k | 85.02 |