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Morgan Stanley shares owned by Flagship Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Flagship Wealth Advisors from 13F filings

Historical chart of Flagship Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Flagship Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $70k 396 177.53
2025-09-30 $63k 396 158.96
2025-06-30 $56k 396 140.86
2025-03-31 $46k 396 116.67
2024-12-31 $50k 396 125.72