Morgan Stanley shares owned by Icon Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Icon Wealth Advisors
from 13F filings
Historical chart of Icon Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Icon Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 7.2k | 158.96 |
| 2025-06-30 | $1.0M | 7.3k | 140.86 |
| 2025-03-31 | $860k | 7.4k | 116.67 |
| 2024-12-31 | $1.0M | 8.2k | 125.72 |
| 2024-09-30 | $878k | 8.4k | 104.25 |
| 2024-03-31 | $588k | 6.2k | 94.16 |
| 2023-12-31 | $580k | 6.2k | 93.25 |
| 2022-12-31 | $312k | 3.7k | 85.02 |
| 2022-09-30 | $184k | 2.3k | 79.00 |