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Morgan Stanley shares owned by McKinley Carter Wealth Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by McKinley Carter Wealth Services from 13F filings

Historical chart of McKinley Carter Wealth Services investment in Morgan Stanley

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All positions including Morgan Stanley held by McKinley Carter Wealth Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by McKinley Carter Wealth Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 19k 104.24
2024-06-30 $1.8M 19k 97.19
2024-03-31 $1.6M 17k 94.16
2023-12-31 $1.5M 16k 93.25
2023-09-30 $1.2M 15k 81.67
2018-03-31 $36k 671 53.65