Morgan Stanley shares owned by Mosaic Financial Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mosaic Financial Group
from 13F filings
Historical chart of Mosaic Financial Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Mosaic Financial Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Mosaic Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $344k | 2.2k | 158.74 |
| 2025-06-30 | $305k | 2.2k | 140.75 |
| 2025-03-31 | $256k | 2.2k | 116.68 |
| 2024-12-31 | $321k | 2.6k | 125.78 |
| 2024-09-30 | $239k | 2.3k | 104.18 |
| 2024-06-30 | $242k | 2.5k | 97.03 |
| 2024-03-31 | $357k | 3.8k | 94.15 |