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Morgan Stanley shares owned by National Wealth Management Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by National Wealth Management Group from 13F filings

Historical chart of National Wealth Management Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by National Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $244k 1.5k 158.96
2025-06-30 $382k 2.7k 140.86

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