Morgan Stanley shares owned by Icon Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Icon Wealth Partners
from 13F filings
Historical chart of Icon Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Icon Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $272k | 3.3k | 81.66 |
| 2023-06-30 | $575k | 6.7k | 85.40 |
| 2023-03-31 | $322k | 3.7k | 87.80 |
| 2022-03-31 | $200k | 2.3k | 87.41 |
| 2021-12-31 | $221k | 2.3k | 98.22 |
| 2021-09-30 | $311k | 3.2k | 97.37 |
| 2021-06-30 | $390k | 4.3k | 91.61 |
| 2021-03-31 | $385k | 5.0k | 77.65 |
| 2020-12-31 | $217k | 3.2k | 68.56 |
| 2020-06-30 | $444k | 9.2k | 48.32 |
| 2019-03-31 | $86k | 2.0k | 42.07 |
| 2018-09-30 | $221k | 4.8k | 46.48 |
| 2018-06-30 | $292k | 6.2k | 47.40 |
| 2018-03-31 | $423k | 7.8k | 53.92 |
| 2017-12-31 | $553k | 11k | 52.51 |