Morgan Stanley shares owned by EP Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by EP Wealth Advisors
from 13F filings
Historical chart of EP Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by EP Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.2M | 44k | 140.86 |
| 2025-03-31 | $3.9M | 33k | 116.67 |
| 2024-12-31 | $3.1M | 25k | 125.72 |
| 2024-09-30 | $2.3M | 22k | 104.24 |
| 2024-06-30 | $1.7M | 18k | 97.19 |
| 2024-03-31 | $976k | 10k | 94.16 |
| 2023-12-31 | $859k | 9.2k | 93.25 |
| 2023-09-30 | $1.0M | 13k | 81.67 |
| 2023-06-30 | $1.0M | 4.2k | 247.71 |
| 2023-03-31 | $261k | 6.0k | 43.30 |
| 2022-12-31 | $592k | 7.0k | 85.02 |
| 2022-06-30 | $684k | 9.0k | 76.04 |
| 2022-03-31 | $543k | 6.2k | 87.33 |
| 2021-12-31 | $692k | 7.1k | 98.14 |
| 2021-09-30 | $672k | 2.7k | 247.88 |
| 2021-06-30 | $586k | 6.4k | 91.75 |
| 2021-03-31 | $504k | 6.5k | 77.66 |
| 2020-12-31 | $402k | 5.9k | 68.45 |
| 2019-12-31 | $203k | 4.0k | 51.02 |
| 2019-06-30 | $231k | 5.3k | 43.74 |
| 2019-03-31 | $202k | 4.8k | 42.23 |
| 2018-09-30 | $212k | 4.6k | 46.57 |
| 2018-03-31 | $204k | 3.8k | 53.94 |
| 2011-12-31 | $232k | 15k | 15.13 |