Morgan Stanley shares owned by Journey Strategic Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Journey Strategic Wealth
from 13F filings
Historical chart of Journey Strategic Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Journey Strategic Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 8.2k | 158.98 |
| 2025-06-30 | $1.1M | 8.1k | 140.88 |
| 2025-03-31 | $427k | 3.7k | 116.65 |
| 2024-12-31 | $419k | 3.3k | 125.72 |
| 2024-09-30 | $352k | 3.4k | 104.24 |
| 2024-06-30 | $283k | 2.9k | 97.20 |
| 2022-12-31 | $228k | 2.7k | 85.61 |
| 2022-09-30 | $258k | 2.8k | 90.91 |
| 2022-03-31 | $234k | 2.7k | 87.35 |
| 2021-12-31 | $263k | 2.7k | 98.17 |