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Morgan Stanley shares owned by CFS Investment Advisory Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by CFS Investment Advisory Services from 13F filings

Historical chart of CFS Investment Advisory Services investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by CFS Investment Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by CFS Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 7.7k 163.86
2025-06-30 $1.0M 7.3k 140.81
2025-03-31 $710k 6.1k 116.72
2024-12-31 $790k 6.3k 125.72
2024-09-30 $663k 6.4k 104.25
2024-06-30 $1.2M 13k 97.13
2023-06-30 $433k 5.1k 85.47
2022-03-31 $1.0k 95k 0.01