Morgan Stanley shares owned by NewEdge Wealth
Historical chart of NewEdge Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by NewEdge Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $4.7M | 26k | 177.53 |
| 2025-09-30 | $2.7M | 16k | 165.18 |
| 2025-06-30 | $2.5M | 18k | 140.92 |
| 2025-03-31 | $2.2M | 19k | 116.67 |
| 2024-12-31 | $2.3M | 18k | 125.72 |
| 2024-09-30 | $1.5M | 15k | 104.24 |
| 2024-06-30 | $1.1M | 11k | 97.19 |
| 2024-03-31 | $1.2M | 13k | 92.65 |
| 2023-12-31 | $12M | 133k | 93.25 |
| 2023-09-30 | $13M | 159k | 81.67 |
| 2023-06-30 | $1.0M | 12k | 85.40 |
| 2023-03-31 | $523k | 6.0k | 87.80 |
| 2022-12-31 | $767k | 9.0k | 85.02 |
| 2022-09-30 | $603k | 7.6k | 78.96 |
| 2022-06-30 | $654k | 8.6k | 76.09 |
| 2022-03-31 | $846k | 9.7k | 87.41 |
| 2021-12-31 | $419k | 4.3k | 98.08 |
| 2021-09-30 | $360k | 3.7k | 97.35 |
| 2021-06-30 | $339k | 3.7k | 91.70 |
| 2021-03-31 | $287k | 3.7k | 77.63 |