Morgan Stanley shares owned by Mission Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mission Wealth Management
from 13F filings
Historical chart of Mission Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Mission Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $3.6M | 17k | 209.04 |
| 2026-03-31 | $1.3M | 8.1k | 164.56 |
| 2025-12-31 | $1.4M | 8.0k | 177.52 |
| 2025-09-30 | $1.3M | 7.9k | 158.95 |
| 2025-06-30 | $1.2M | 8.5k | 140.85 |
| 2025-03-31 | $944k | 8.1k | 116.68 |
| 2024-12-31 | $881k | 7.0k | 125.73 |
| 2024-09-30 | $837k | 8.0k | 104.23 |
| 2024-06-30 | $826k | 8.5k | 97.19 |
| 2024-03-31 | $695k | 7.4k | 94.17 |
| 2023-12-31 | $655k | 7.0k | 93.25 |
| 2023-09-30 | $584k | 7.2k | 81.67 |
| 2023-06-30 | $586k | 6.9k | 85.40 |
| 2023-03-31 | $523k | 6.0k | 87.80 |
| 2022-12-31 | $543k | 6.4k | 85.02 |
| 2022-09-30 | $360k | 4.6k | 79.00 |
| 2022-06-30 | $249k | 3.3k | 76.08 |
| 2022-03-31 | $202k | 2.3k | 87.56 |
| 2021-12-31 | $225k | 2.3k | 98.17 |
| 2021-06-30 | $205k | 2.2k | 91.80 |