Morgan Stanley shares owned by Beacon Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $891k | 5.6k | 158.97 |
| 2025-06-30 | $804k | 5.7k | 140.87 |
| 2025-03-31 | $696k | 6.0k | 116.68 |
| 2024-12-31 | $874k | 7.0k | 125.73 |
| 2024-09-30 | $739k | 7.1k | 104.24 |
| 2024-06-30 | $739k | 7.6k | 97.19 |
| 2024-03-31 | $719k | 7.6k | 94.16 |
| 2023-12-31 | $797k | 8.6k | 93.25 |
| 2023-09-30 | $859k | 10k | 85.19 |
| 2023-06-30 | $892k | 11k | 85.25 |
| 2023-03-31 | $952k | 11k | 83.99 |