Morgan Stanley shares owned by IVC Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by IVC Wealth Advisors
from 13F filings
Historical chart of IVC Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by IVC Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $624k | 3.5k | 177.53 |
| 2025-09-30 | $408k | 2.6k | 158.96 |
| 2025-06-30 | $361k | 2.6k | 140.86 |
| 2025-03-31 | $296k | 2.5k | 116.67 |
| 2024-12-31 | $319k | 2.5k | 125.72 |
| 2024-09-30 | $263k | 2.5k | 104.24 |
| 2024-06-30 | $241k | 2.5k | 97.19 |
| 2024-03-31 | $225k | 2.4k | 94.16 |
| 2023-12-31 | $221k | 2.4k | 93.25 |
| 2023-06-30 | $210k | 2.5k | 85.40 |
| 2023-03-31 | $224k | 2.5k | 87.80 |
| 2022-12-31 | $207k | 2.4k | 85.02 |