Morgan Stanley shares owned by IAG Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by IAG Wealth Partners
from 13F filings
Historical chart of IAG Wealth Partners investment in Morgan Stanley
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All positions including Morgan Stanley held by IAG Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by IAG Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $35k | 219 | 158.96 |
| 2025-06-30 | $31k | 219 | 140.86 |
| 2025-03-31 | $26k | 219 | 116.67 |
| 2024-12-31 | $28k | 219 | 125.72 |
| 2019-12-31 | $23k | 435 | 52.87 |