Morgan Stanley shares owned by Beta Wealth
Historical chart of Beta Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Beta Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $802k | 4.5k | 177.54 |
| 2025-09-30 | $750k | 4.7k | 158.97 |
| 2025-06-30 | $512k | 3.6k | 140.87 |
| 2025-03-31 | $552k | 4.7k | 116.68 |
| 2024-12-31 | $569k | 4.5k | 125.72 |
| 2024-09-30 | $722k | 6.9k | 104.24 |
| 2024-06-30 | $634k | 6.5k | 97.19 |
| 2024-03-31 | $595k | 6.3k | 94.17 |
| 2023-12-31 | $626k | 6.7k | 93.24 |
| 2023-09-30 | $482k | 5.9k | 81.67 |
| 2023-06-30 | $495k | 5.8k | 85.40 |
| 2023-03-31 | $430k | 4.9k | 87.80 |
| 2022-12-31 | $391k | 4.6k | 85.02 |
| 2022-09-30 | $340k | 4.3k | 79.07 |
| 2022-06-30 | $304k | 4.0k | 76.00 |
| 2022-03-31 | $323k | 3.7k | 87.30 |
| 2021-06-30 | $211k | 2.3k | 91.74 |