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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

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All positions including Morgan Stanley held by Maltin Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly 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