Morgan Stanley shares owned by BSW Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BSW Wealth Partners
from 13F filings
Historical chart of BSW Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by BSW Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $961k | 6.0k | 158.95 |
| 2025-06-30 | $803k | 5.7k | 140.87 |
| 2025-03-31 | $619k | 5.3k | 116.66 |
| 2024-12-31 | $829k | 6.6k | 125.73 |
| 2024-09-30 | $572k | 5.5k | 104.24 |
| 2024-06-30 | $487k | 5.0k | 97.19 |
| 2024-03-31 | $445k | 4.7k | 94.16 |
| 2023-12-31 | $505k | 5.4k | 93.25 |
| 2023-09-30 | $458k | 5.6k | 81.66 |
| 2023-06-30 | $448k | 5.3k | 85.40 |
| 2023-03-31 | $474k | 5.4k | 87.80 |
| 2022-12-31 | $454k | 5.3k | 85.07 |
| 2022-09-30 | $488k | 6.2k | 79.03 |
| 2022-06-30 | $468k | 6.2k | 76.07 |
| 2022-03-31 | $514k | 5.9k | 87.37 |
| 2021-12-31 | $532k | 5.4k | 98.19 |
| 2021-09-30 | $406k | 4.2k | 97.27 |