Morgan Stanley shares owned by Curated Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Curated Wealth Partners
from 13F filings
Historical chart of Curated Wealth Partners investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Curated Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Curated Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $110M | 118k | 935.47 |
| 2021-06-30 | $293k | 3.2k | 91.62 |
| 2021-03-31 | $287k | 3.7k | 77.67 |
| 2020-12-31 | $289k | 4.2k | 68.58 |