Morgan Stanley shares owned by Daymark Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Daymark Wealth Partners
from 13F filings
Historical chart of Daymark Wealth Partners investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Daymark Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Daymark Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 6.4k | 158.95 |
| 2025-06-30 | $797k | 5.7k | 140.86 |
| 2025-03-31 | $624k | 5.4k | 116.66 |
| 2024-12-31 | $571k | 4.5k | 125.73 |
| 2024-09-30 | $504k | 4.8k | 104.23 |
| 2023-06-30 | $202k | 2.4k | 85.40 |
| 2023-03-31 | $233k | 2.7k | 87.80 |