Morgan Stanley shares owned by Edge Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Edge Wealth Management
from 13F filings
Historical chart of Edge Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Edge Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-09-30 | $381k | 2.0k | 188.63 |
| 2026-03-31 | $291k | 1.8k | 164.57 |
| 2021-12-31 | $165k | 1.7k | 97.92 |
| 2021-09-30 | $164k | 1.7k | 97.33 |
| 2021-06-30 | $147k | 1.6k | 91.88 |
| 2021-03-31 | $124k | 1.6k | 77.50 |
| 2020-12-31 | $192k | 2.8k | 68.57 |
| 2020-09-30 | $145k | 3.0k | 48.33 |
| 2020-06-30 | $145k | 3.0k | 48.33 |
| 2020-03-31 | $138k | 4.0k | 34.50 |
| 2019-12-31 | $66k | 1.3k | 50.77 |
| 2019-09-30 | $55k | 1.3k | 42.31 |
| 2019-06-30 | $57k | 1.3k | 43.85 |
| 2019-03-31 | $55k | 1.3k | 42.31 |
| 2018-12-31 | $52k | 1.3k | 40.00 |
| 2018-09-30 | $207k | 4.4k | 46.56 |
| 2018-06-30 | $211k | 4.4k | 47.46 |
| 2018-03-31 | $80k | 1.5k | 53.87 |
| 2017-12-31 | $78k | 1.5k | 52.53 |
| 2017-09-30 | $63k | 1.3k | 48.46 |
| 2017-06-30 | $60k | 1.3k | 46.15 |
| 2017-03-31 | $262k | 11k | 23.69 |
| 2016-12-31 | $636k | 15k | 42.26 |
| 2016-09-30 | $4.8M | 155k | 30.83 |
| 2016-06-30 | $4.0M | 156k | 25.89 |
| 2016-03-31 | $4.3M | 174k | 25.01 |
| 2015-12-31 | $99k | 3.1k | 32.14 |
| 2015-09-30 | $82k | 2.6k | 31.54 |
| 2015-06-30 | $101k | 2.6k | 38.85 |
| 2015-03-31 | $93k | 2.6k | 35.77 |
| 2014-12-31 | $101k | 2.6k | 38.85 |
| 2014-09-30 | $90k | 2.6k | 34.62 |
| 2014-06-30 | $84k | 2.6k | 32.31 |
| 2014-03-31 | $81k | 2.6k | 31.15 |
| 2013-12-31 | $82k | 2.6k | 31.54 |
| 2013-09-30 | $72k | 2.7k | 27.12 |
| 2013-06-30 | $65k | 2.7k | 24.48 |