Morgan Stanley shares owned by Brandywine Oak Private Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Brandywine Oak Private Wealth
from 13F filings
Historical chart of Brandywine Oak Private Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Brandywine Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $428k | 2.7k | 158.96 |
| 2025-06-30 | $379k | 2.7k | 140.86 |
| 2025-03-31 | $316k | 2.7k | 116.67 |
| 2024-12-31 | $340k | 2.7k | 125.72 |
| 2024-09-30 | $274k | 2.6k | 104.24 |
| 2024-06-30 | $255k | 2.6k | 97.19 |
| 2024-03-31 | $248k | 2.6k | 94.16 |
| 2023-12-31 | $245k | 2.6k | 93.25 |
| 2023-09-30 | $215k | 2.6k | 81.67 |
| 2023-06-30 | $224k | 2.6k | 85.40 |
| 2023-03-31 | $221k | 2.5k | 87.80 |
| 2022-12-31 | $214k | 2.5k | 85.02 |
| 2022-03-31 | $219k | 2.5k | 87.22 |
| 2021-12-31 | $246k | 2.5k | 97.97 |
| 2021-09-30 | $244k | 2.5k | 97.17 |
| 2021-06-30 | $229k | 2.5k | 91.34 |
| 2018-12-31 | $98k | 2.5k | 39.36 |
More positions owned by Brandywine Oak Private Wealth
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