Morgan Stanley shares owned by MinichMacGregor Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by MinichMacGregor Wealth Management
from 13F filings
Historical chart of MinichMacGregor Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by MinichMacGregor Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by MinichMacGregor Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $285k | 1.6k | 177.53 |
| 2022-12-31 | $9.5k | 112 | 85.02 |
| 2018-09-30 | $22k | 490 | 44.90 |
| 2018-06-30 | $23k | 490 | 46.94 |
| 2018-03-31 | $26k | 490 | 53.06 |
| 2017-12-31 | $10k | 200 | 50.00 |
| 2016-12-31 | $999 | 39 | 25.64 |
| 2016-09-30 | $1.0k | 32 | 31.25 |
| 2016-06-30 | $1.0k | 56 | 17.86 |
| 2016-03-31 | $1.0k | 43 | 23.26 |
| 2015-12-31 | $0 | 25 | 0.00 |
More positions owned by MinichMacGregor Wealth Management
View all positions for MinichMacGregor Wealth Management