Morgan Stanley shares owned by Evolution Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Evolution Wealth Advisors
from 13F filings
Historical chart of Evolution Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Evolution Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $209k | 1.2k | 177.53 |
| 2025-09-30 | $228k | 1.4k | 158.96 |
| 2025-06-30 | $202k | 1.4k | 140.86 |
| 2021-09-30 | $118k | 1.2k | 97.12 |
| 2021-06-30 | $111k | 1.2k | 91.36 |
| 2021-03-31 | $94k | 1.2k | 77.37 |
| 2020-12-31 | $83k | 1.2k | 68.31 |
| 2020-09-30 | $54k | 1.1k | 48.65 |
| 2020-06-30 | $5.0k | 110 | 45.45 |
| 2020-03-31 | $2.2M | 64k | 34.01 |
| 2019-12-31 | $13k | 246 | 52.85 |
| 2019-09-30 | $31k | 733 | 42.29 |
| 2019-06-30 | $9.0k | 195 | 46.15 |