Morgan Stanley shares owned by Fortitude Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Fortitude Advisory Group
from 13F filings
Historical chart of Fortitude Advisory Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Fortitude Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Fortitude Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $985k | 6.2k | 158.96 |
| 2025-06-30 | $1.2M | 8.3k | 140.86 |
| 2025-03-31 | $848k | 7.9k | 107.86 |
| 2024-12-31 | $830k | 6.6k | 125.72 |
| 2024-09-30 | $684k | 6.6k | 104.24 |
| 2024-06-30 | $638k | 6.6k | 97.19 |
| 2024-03-31 | $875k | 9.3k | 94.16 |
| 2023-12-31 | $352k | 3.8k | 93.25 |
| 2023-09-30 | $306k | 3.7k | 81.67 |
| 2023-06-30 | $315k | 3.7k | 85.40 |
| 2023-03-31 | $298k | 3.4k | 87.80 |
| 2022-12-31 | $283k | 3.3k | 85.02 |
| 2022-09-30 | $260k | 3.3k | 79.12 |
| 2022-06-30 | $246k | 3.2k | 75.95 |
| 2022-03-31 | $295k | 3.4k | 87.30 |
| 2021-12-31 | $269k | 2.7k | 98.28 |