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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

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All positions including Morgan Stanley held by Cornerstone Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Cornerstone Wealth Group

Quarter filed Position value Share count Share price at filing
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