Morgan Stanley shares owned by Kingswood Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kingswood Wealth Advisors
from 13F filings
Historical chart of Kingswood Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Kingswood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.0M | 11k | 177.52 |
| 2025-09-30 | $1.1M | 7.0k | 158.97 |
| 2025-06-30 | $960k | 6.8k | 140.86 |
| 2025-03-31 | $810k | 6.9k | 116.62 |
| 2024-12-31 | $1.1M | 8.8k | 125.73 |
| 2024-09-30 | $1.5M | 14k | 104.24 |
| 2024-06-30 | $1.0M | 11k | 97.20 |
| 2024-03-31 | $985k | 11k | 94.17 |
| 2023-12-31 | $1.0M | 11k | 93.25 |
| 2023-09-30 | $1.0M | 12k | 81.67 |