Morgan Stanley shares owned by Intergy Private Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Intergy Private Wealth
from 13F filings
Historical chart of Intergy Private Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Intergy Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $349k | 2.2k | 158.96 |
| 2025-06-30 | $317k | 2.3k | 140.86 |
| 2025-03-31 | $270k | 2.3k | 116.67 |
| 2024-12-31 | $305k | 2.4k | 125.72 |
| 2024-09-30 | $263k | 2.5k | 104.24 |
| 2024-06-30 | $226k | 2.3k | 97.19 |