Morgan Stanley shares owned by Goldstein Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Goldstein Advisors
from 13F filings
Historical chart of Goldstein Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Goldstein Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $220k | 1.4k | 158.96 |
| 2025-06-30 | $231k | 1.6k | 140.86 |
| 2025-03-31 | $212k | 1.8k | 116.67 |
| 2024-12-31 | $248k | 2.0k | 125.72 |
| 2024-09-30 | $203k | 1.9k | 104.24 |