Morgan Stanley shares owned by Concord Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Concord Wealth Partners
from 13F filings
Historical chart of Concord Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Concord Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.4M | 25k | 177.53 |
| 2025-09-30 | $3.8M | 24k | 158.96 |
| 2025-06-30 | $3.3M | 24k | 140.86 |
| 2025-03-31 | $2.5M | 21k | 116.67 |
| 2024-12-31 | $1.6M | 13k | 125.72 |
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.3M | 14k | 97.19 |
| 2024-03-31 | $1.2M | 13k | 94.16 |
| 2023-12-31 | $976k | 11k | 93.25 |
| 2023-09-30 | $658k | 8.1k | 81.67 |
| 2023-06-30 | $546k | 6.4k | 85.40 |
| 2023-03-31 | $336k | 3.8k | 87.80 |
| 2022-12-31 | $242k | 2.8k | 85.02 |
| 2022-09-30 | $447k | 5.7k | 78.93 |
| 2022-06-30 | $469k | 6.2k | 76.07 |
| 2022-03-31 | $545k | 6.2k | 87.47 |
| 2021-12-31 | $549k | 5.6k | 98.09 |
| 2021-09-30 | $164k | 1.7k | 97.45 |
| 2021-06-30 | $452k | 4.9k | 91.67 |
| 2021-03-31 | $311k | 4.0k | 77.59 |
| 2020-12-31 | $1.0k | 15 | 66.67 |