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Morgan Stanley shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.6M 22k 158.96
2025-06-30 $3.5M 25k 140.86
2025-03-31 $3.0M 25k 116.67
2024-12-31 $3.2M 25k 125.72
2024-09-30 $2.7M 26k 104.24
2024-06-30 $2.6M 27k 97.19
2024-03-31 $2.9M 31k 94.16
2023-12-31 $3.1M 33k 93.64
2023-09-30 $2.7M 33k 81.67