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Morgan Stanley shares owned by Golden State Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Golden State Wealth Management from 13F filings

Historical chart of Golden State Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Golden State Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $523k 2.9k 177.56
2025-09-30 $467k 2.9k 158.98
2025-06-30 $411k 2.9k 140.90
2025-03-31 $326k 2.8k 116.69
2024-12-31 $337k 2.7k 125.73
2020-03-31 $999 41 24.39
2019-09-30 $616k 14k 42.70
2019-06-30 $634k 15k 43.80
2019-03-31 $616k 15k 42.19