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Morgan Stanley shares owned by Burling Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Burling Wealth Partners from 13F filings

Historical chart of Burling Wealth Partners investment in Morgan Stanley

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All positions including Morgan Stanley held by Burling Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Burling Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $395k 2.5k 158.96
2025-06-30 $568k 4.0k 140.86