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Morgan Stanley shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 1.7k 158.96
2025-06-30 $232k 1.6k 140.86

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