Morgan Stanley shares owned by Naviter Wealth
Historical chart of Naviter Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Naviter Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Naviter Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $475k | 2.7k | 177.53 |
| 2025-09-30 | $537k | 3.4k | 158.96 |
| 2025-06-30 | $398k | 2.8k | 140.86 |
| 2025-03-31 | $309k | 2.7k | 115.33 |
| 2024-12-31 | $327k | 2.6k | 125.72 |
| 2024-09-30 | $271k | 2.6k | 104.24 |