Morgan Stanley shares owned by Evernest Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evernest Financial Advisors
from 13F filings
Historical chart of Evernest Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Evernest Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $890k | 5.6k | 158.96 |
| 2025-06-30 | $796k | 5.7k | 140.86 |
| 2025-03-31 | $557k | 4.8k | 116.67 |
| 2024-12-31 | $610k | 4.9k | 125.72 |
| 2024-09-30 | $518k | 5.0k | 104.24 |
| 2024-06-30 | $491k | 5.0k | 97.19 |
| 2024-03-31 | $458k | 5.1k | 90.66 |
| 2023-12-31 | $392k | 4.2k | 93.25 |
More positions owned by Evernest Financial Advisors
View all positions for Evernest Financial Advisors