Morgan Stanley shares owned by GeoWealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by GeoWealth Management
from 13F filings
Historical chart of GeoWealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by GeoWealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $798k | 5.0k | 158.96 |
| 2025-06-30 | $745k | 5.3k | 140.85 |
| 2025-03-31 | $725k | 6.2k | 116.66 |
| 2024-12-31 | $1.5M | 12k | 125.72 |
| 2024-09-30 | $728k | 7.0k | 104.24 |
| 2024-06-30 | $757k | 7.8k | 97.19 |
| 2024-03-31 | $693k | 7.4k | 94.16 |
| 2023-09-30 | $87k | 1.1k | 82.23 |
| 2023-06-30 | $94k | 1.1k | 86.24 |
| 2023-03-31 | $87k | 984 | 88.41 |
| 2022-12-31 | $110k | 1.3k | 84.62 |
| 2022-09-30 | $98k | 1.3k | 78.34 |
| 2022-06-30 | $42k | 537 | 77.64 |
| 2022-03-31 | $44k | 494 | 88.44 |
| 2021-12-31 | $37k | 379 | 96.89 |
| 2021-09-30 | $26k | 276 | 94.20 |
| 2021-06-30 | $84k | 911 | 92.21 |