Morgan Stanley shares owned by Lifestyle Asset Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lifestyle Asset Management
from 13F filings
Historical chart of Lifestyle Asset Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Lifestyle Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294k | 1.8k | 158.96 |
| 2025-06-30 | $263k | 1.9k | 140.86 |
| 2025-03-31 | $202k | 1.7k | 116.67 |
| 2024-12-31 | $218k | 1.7k | 125.72 |
| 2024-03-31 | $205k | 2.2k | 94.16 |
| 2023-12-31 | $225k | 2.4k | 93.25 |
| 2023-09-30 | $210k | 2.6k | 81.67 |
| 2023-06-30 | $220k | 2.6k | 85.40 |
| 2023-03-31 | $222k | 2.5k | 87.80 |
More positions owned by Lifestyle Asset Management
View all positions for Lifestyle Asset Management