Morgan Stanley shares owned by Dynasty Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Dynasty Wealth Management
from 13F filings
Historical chart of Dynasty Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Dynasty Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.6M | 16k | 158.96 |
| 2025-06-30 | $1.7M | 12k | 140.85 |
| 2025-03-31 | $1.7M | 15k | 116.67 |
| 2024-12-31 | $1.8M | 15k | 125.72 |
| 2024-09-30 | $2.2M | 21k | 104.24 |
| 2024-06-30 | $2.1M | 22k | 97.19 |
| 2024-03-31 | $1.9M | 21k | 94.16 |