Morgan Stanley shares owned by Connecticut Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Connecticut Wealth Management
from 13F filings
Historical chart of Connecticut Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Connecticut Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Connecticut Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $719k | 4.5k | 158.95 |
| 2025-06-30 | $665k | 4.7k | 140.87 |
| 2025-03-31 | $554k | 4.8k | 116.67 |
| 2024-12-31 | $603k | 4.8k | 125.71 |
| 2024-09-30 | $500k | 4.8k | 104.24 |
| 2024-06-30 | $487k | 5.0k | 97.18 |
| 2024-03-31 | $423k | 4.5k | 94.16 |
| 2023-12-31 | $514k | 5.5k | 93.24 |
| 2023-09-30 | $599k | 7.3k | 81.67 |
| 2023-06-30 | $248k | 2.9k | 85.40 |
More positions owned by Connecticut Wealth Management
View all positions for Connecticut Wealth Management