Morgan Stanley shares owned by Everhart Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Everhart Financial Group
from 13F filings
Historical chart of Everhart Financial Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Everhart Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.2k | 158.97 |
| 2025-06-30 | $1.2M | 8.4k | 140.86 |
| 2025-03-31 | $758k | 6.5k | 116.67 |
| 2024-12-31 | $927k | 7.4k | 125.72 |
| 2024-09-30 | $543k | 5.2k | 104.24 |
| 2024-06-30 | $392k | 4.0k | 97.19 |
| 2024-03-31 | $249k | 2.6k | 94.16 |
| 2023-09-30 | $387k | 4.7k | 81.67 |
| 2023-06-30 | $372k | 4.4k | 85.40 |
| 2023-03-31 | $423k | 4.8k | 87.80 |
| 2022-12-31 | $340k | 4.0k | 85.02 |
| 2022-09-30 | $309k | 3.9k | 78.95 |
| 2022-06-30 | $242k | 3.2k | 76.03 |