Morgan Stanley shares owned by Integris Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Integris Wealth Management
from 13F filings
Historical chart of Integris Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Integris Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Integris Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $832k | 5.2k | 158.95 |
| 2025-06-30 | $737k | 5.2k | 140.85 |
| 2025-03-31 | $610k | 5.2k | 116.66 |
| 2024-12-31 | $658k | 5.2k | 125.71 |
| 2024-09-30 | $545k | 5.2k | 104.23 |
| 2024-06-30 | $508k | 5.2k | 97.18 |
| 2024-03-31 | $493k | 5.2k | 94.16 |
| 2023-12-31 | $488k | 5.2k | 93.25 |
| 2023-09-30 | $427k | 5.2k | 81.67 |
| 2023-06-30 | $429k | 5.0k | 85.40 |
| 2023-03-31 | $444k | 5.1k | 87.80 |
| 2022-12-31 | $427k | 5.0k | 85.02 |
More positions owned by Integris Wealth Management
View all positions for Integris Wealth Management