Morgan Stanley shares owned by Cornerstone Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cornerstone Wealth Group
from 13F filings
Historical chart of Cornerstone Wealth Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Cornerstone Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $772k | 4.9k | 158.95 |
| 2025-06-30 | $623k | 4.4k | 140.86 |
| 2025-03-31 | $479k | 4.1k | 116.67 |
| 2024-12-31 | $478k | 3.8k | 125.71 |
| 2024-09-30 | $386k | 3.7k | 104.23 |
| 2024-06-30 | $361k | 3.7k | 97.20 |
| 2024-03-31 | $343k | 3.6k | 94.16 |
| 2023-09-30 | $3.9M | 48k | 81.67 |
| 2023-06-30 | $4.2M | 49k | 85.40 |
| 2023-03-31 | $4.2M | 48k | 87.80 |
| 2022-12-31 | $4.0M | 47k | 85.02 |
| 2019-06-30 | $1.6M | 36k | 43.81 |
| 2019-03-31 | $1.6M | 37k | 42.19 |