Morgan Stanley shares owned by Catalytic Wealth RIA
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Catalytic Wealth RIA
from 13F filings
Historical chart of Catalytic Wealth RIA investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Catalytic Wealth RIA
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $8.0M | 50k | 158.96 |
| 2025-06-30 | $3.0M | 22k | 140.86 |
| 2024-09-30 | $579k | 5.6k | 104.24 |