Morgan Stanley shares owned by Mayfair Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mayfair Advisory Group
from 13F filings
Historical chart of Mayfair Advisory Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Mayfair Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Mayfair Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $369k | 2.0k | 181.90 |
| 2025-09-30 | $322k | 2.0k | 158.96 |
| 2025-06-30 | $290k | 2.0k | 143.18 |
| 2025-03-31 | $237k | 2.0k | 116.67 |
| 2024-12-31 | $282k | 2.2k | 125.72 |
| 2024-06-30 | $233k | 2.2k | 104.09 |
| 2024-03-31 | $235k | 2.5k | 94.16 |
| 2023-12-31 | $228k | 2.4k | 93.90 |
| 2023-06-30 | $206k | 2.5k | 83.36 |
| 2023-03-31 | $214k | 2.5k | 86.71 |
| 2022-12-31 | $216k | 2.5k | 87.64 |
| 2022-06-30 | $212k | 2.5k | 84.23 |
| 2021-12-31 | $201k | 2.0k | 101.52 |