Morgan Stanley shares owned by Maltin Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Maltin Wealth Management
from 13F filings
Historical chart of Maltin Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Maltin Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Maltin Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $276k | 1.7k | 158.92 |
| 2025-06-30 | $244k | 1.7k | 140.85 |
| 2025-03-31 | $202k | 1.7k | 116.65 |
| 2024-12-31 | $224k | 1.8k | 125.73 |
| 2024-03-31 | $213k | 2.3k | 94.18 |
| 2023-12-31 | $692k | 7.4k | 93.24 |
| 2023-09-30 | $684k | 8.4k | 81.67 |
| 2023-06-30 | $706k | 8.3k | 85.40 |
| 2023-03-31 | $676k | 7.7k | 87.80 |
| 2022-12-31 | $652k | 7.7k | 85.02 |
| 2022-09-30 | $618k | 7.8k | 79.03 |
| 2022-06-30 | $606k | 8.0k | 76.05 |
| 2022-03-31 | $883k | 10k | 87.38 |
| 2021-12-31 | $940k | 9.6k | 98.18 |
| 2021-09-30 | $536k | 5.5k | 97.30 |
| 2021-06-30 | $502k | 5.5k | 91.64 |
| 2021-03-31 | $447k | 5.8k | 77.62 |
| 2020-12-31 | $304k | 4.4k | 68.58 |