Morgan Stanley shares owned by Larson Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Larson Financial Group
from 13F filings
Historical chart of Larson Financial Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Larson Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.1M | 12k | 177.52 |
| 2025-09-30 | $1.9M | 12k | 158.96 |
| 2025-06-30 | $1.5M | 11k | 140.87 |
| 2025-03-31 | $891k | 7.6k | 116.67 |
| 2024-12-31 | $538k | 4.3k | 125.73 |
| 2024-09-30 | $408k | 3.9k | 104.23 |
| 2024-06-30 | $472k | 4.9k | 97.19 |
| 2024-03-31 | $236k | 2.5k | 94.16 |
| 2023-12-31 | $145k | 1.6k | 93.28 |
| 2023-09-30 | $126k | 1.5k | 81.68 |
| 2023-06-30 | $15k | 178 | 85.40 |
| 2023-03-31 | $37k | 425 | 87.80 |
| 2022-12-31 | $15k | 178 | 85.02 |
| 2022-09-30 | $14k | 178 | 78.65 |
| 2022-06-30 | $29k | 378 | 76.72 |
| 2022-03-31 | $33k | 378 | 87.30 |
| 2021-12-31 | $37k | 378 | 97.88 |
| 2021-09-30 | $64k | 662 | 96.68 |
| 2021-06-30 | $60k | 657 | 91.32 |
| 2021-03-31 | $51k | 654 | 77.98 |
| 2020-06-30 | $26k | 543 | 47.88 |
| 2020-03-31 | $12k | 339 | 35.40 |