Morgan Stanley shares owned by Beverly Hills Private Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beverly Hills Private Wealth
from 13F filings
Historical chart of Beverly Hills Private Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Beverly Hills Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.5k | 158.96 |
| 2025-06-30 | $1.6M | 11k | 140.86 |
| 2025-03-31 | $1.3M | 11k | 116.67 |
| 2024-12-31 | $2.2M | 17k | 125.72 |
| 2024-09-30 | $2.5M | 24k | 104.24 |
| 2024-03-31 | $1.4M | 14k | 94.16 |
| 2023-12-31 | $785k | 8.4k | 93.25 |
| 2023-09-30 | $381k | 4.7k | 81.68 |
| 2023-06-30 | $421k | 4.7k | 88.79 |
More positions owned by Beverly Hills Private Wealth
View all positions for Beverly Hills Private Wealth