Morgan Stanley shares owned by Fortis Group Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Fortis Group Advisors
from 13F filings
Historical chart of Fortis Group Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Fortis Group Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $237k | 1.4k | 164.00 |
| 2025-06-30 | $206k | 1.4k | 142.46 |
| 2024-12-31 | $345k | 2.7k | 125.72 |
| 2024-09-30 | $286k | 2.7k | 104.24 |
| 2024-06-30 | $267k | 2.7k | 97.19 |
| 2024-03-31 | $262k | 2.8k | 94.16 |
| 2023-12-31 | $245k | 2.8k | 87.80 |
| 2023-09-30 | $245k | 2.8k | 87.80 |
| 2023-06-30 | $237k | 2.8k | 85.40 |
| 2023-03-31 | $250k | 2.8k | 89.97 |