Morgan Stanley shares owned by Berry Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Berry Wealth Group
from 13F filings
Historical chart of Berry Wealth Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Berry Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Berry Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $409k | 2.9k | 140.86 |
| 2025-03-31 | $307k | 2.6k | 116.67 |
| 2024-12-31 | $234k | 1.9k | 125.72 |
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