Morgan Stanley shares owned by Iron Horse Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Iron Horse Wealth Management
from 13F filings
Historical chart of Iron Horse Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Iron Horse Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Iron Horse Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $37k | 259 | 140.86 |
| 2025-03-31 | $31k | 266 | 116.67 |
| 2024-12-31 | $23k | 182 | 125.72 |
| 2024-09-30 | $19k | 182 | 104.24 |
| 2024-06-30 | $18k | 182 | 97.19 |
| 2024-03-31 | $17k | 182 | 94.16 |
| 2023-12-31 | $17k | 182 | 93.25 |
| 2023-09-30 | $15k | 182 | 81.67 |
More positions owned by Iron Horse Wealth Management
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