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Morgan Stanley shares owned by Mowery & Schoenfeld Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Mowery & Schoenfeld Wealth Management from 13F filings

Historical chart of Mowery & Schoenfeld Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Mowery & Schoenfeld Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Mowery & Schoenfeld Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.4k 9 160.11
2025-06-30 $1.3k 9 141.89
2025-03-31 $1.1k 9 117.56
2024-12-31 $1.3k 10 125.80
2024-09-30 $4.2k 40 104.25
2024-06-30 $3.9k 40 97.20