Morgan Stanley shares owned by Kestra Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kestra Advisory Services
from 13F filings
Historical chart of Kestra Advisory Services investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kestra Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $18M | 113k | 158.96 |
| 2025-06-30 | $16M | 111k | 140.86 |
| 2025-03-31 | $12M | 106k | 116.67 |
| 2024-12-31 | $13M | 105k | 125.72 |
| 2024-09-30 | $12M | 110k | 104.24 |
| 2024-06-30 | $11M | 111k | 95.26 |
| 2024-03-31 | $9.1M | 96k | 94.16 |
| 2023-12-31 | $7.8M | 84k | 93.25 |
| 2023-09-30 | $6.7M | 82k | 81.67 |
| 2023-06-30 | $4.9M | 57k | 85.40 |
| 2023-03-31 | $5.2M | 59k | 87.80 |
| 2022-12-31 | $7.6M | 89k | 85.02 |
| 2022-09-30 | $7.3M | 93k | 79.01 |
| 2022-06-30 | $7.4M | 98k | 76.06 |
| 2022-03-31 | $9.1M | 104k | 87.40 |
| 2021-12-31 | $8.0M | 81k | 98.16 |
| 2021-09-30 | $7.4M | 77k | 97.31 |
| 2021-06-30 | $6.6M | 72k | 91.69 |
| 2021-03-31 | $5.4M | 70k | 77.66 |
| 2020-12-31 | $2.4M | 35k | 67.85 |
| 2020-09-30 | $815k | 17k | 48.55 |