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
Download as csvQuarterly 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 |
More positions owned by Golden State Wealth Management
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