Morgan Stanley shares owned by Forum Financial Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Forum Financial Management
from 13F filings
Historical chart of Forum Financial Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Forum Financial Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 33k | 158.96 |
| 2025-06-30 | $4.4M | 31k | 140.86 |
| 2025-03-31 | $4.0M | 34k | 116.67 |
| 2024-12-31 | $2.6M | 21k | 125.72 |
| 2024-09-30 | $2.0M | 19k | 104.24 |
| 2024-06-30 | $1.8M | 19k | 97.19 |
| 2024-03-31 | $1.8M | 19k | 94.16 |
| 2023-12-31 | $1.8M | 19k | 93.25 |
| 2023-09-30 | $1.6M | 20k | 81.67 |
| 2023-06-30 | $1.7M | 20k | 85.40 |
| 2023-03-31 | $1.6M | 19k | 87.80 |
| 2022-12-31 | $1.6M | 19k | 85.02 |
| 2022-09-30 | $1.5M | 19k | 79.00 |
| 2022-06-30 | $1.4M | 19k | 76.04 |
| 2022-03-31 | $1.5M | 17k | 87.35 |
| 2021-12-31 | $1.7M | 17k | 98.17 |
More positions owned by Forum Financial Management
View all positions for Forum Financial Management