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Morgan Stanley shares owned by Meridian Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Meridian Wealth Partners from 13F filings

Historical chart of Meridian Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Meridian Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 1.2k 177.56
2024-12-31 $371k 2.9k 125.72
2021-09-30 $62k 631 98.04
2021-03-31 $49k 629 78.43
2020-12-31 $24k 357 67.23

More positions owned by Meridian Wealth Partners

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Eafe Grwth Etf (EFG)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Msci Usa Value (VLUE)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Core Msci Emkt (IEMG)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Eafe Value Etf (EFV)

View all positions for Meridian Wealth Partners

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