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Morgan Stanley shares owned by Northwest Quadrant Wealth Management

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

Historical chart of Northwest Quadrant Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 1.6k 158.99
2025-06-30 $248k 1.8k 140.85
2025-03-31 $205k 1.8k 116.69
2024-12-31 $237k 1.9k 125.72
2016-12-31 $14k 307 44.66

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Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
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View all positions for Northwest Quadrant Wealth Management

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