Morgan Stanley shares owned by Paces Ferry Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Paces Ferry Wealth Advisors
from 13F filings
Historical chart of Paces Ferry Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Paces Ferry Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Paces Ferry Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $515k | 3.2k | 158.96 |
| 2025-06-30 | $456k | 3.2k | 140.86 |
| 2025-03-31 | $387k | 3.3k | 116.67 |
| 2024-12-31 | $422k | 3.4k | 125.72 |
| 2024-09-30 | $352k | 3.4k | 104.24 |
| 2024-06-30 | $329k | 3.4k | 97.19 |
| 2024-03-31 | $318k | 3.4k | 94.16 |
| 2023-12-31 | $328k | 3.5k | 93.25 |
| 2023-09-30 | $305k | 3.7k | 81.67 |
| 2023-06-30 | $322k | 3.8k | 85.40 |
| 2023-03-31 | $320k | 3.6k | 87.80 |
| 2022-12-31 | $302k | 3.6k | 85.02 |
| 2022-09-30 | $285k | 3.6k | 78.97 |
| 2022-06-30 | $274k | 3.6k | 76.20 |
| 2022-03-31 | $313k | 3.6k | 87.45 |
| 2021-12-31 | $356k | 3.6k | 98.10 |
| 2021-09-30 | $389k | 4.0k | 97.27 |
| 2021-06-30 | $496k | 5.4k | 91.73 |
| 2021-03-31 | $452k | 5.8k | 77.65 |
| 2020-12-31 | $412k | 6.0k | 68.47 |
| 2020-09-30 | $293k | 6.1k | 48.29 |
More positions owned by Paces Ferry Wealth Advisors
View all positions for Paces Ferry Wealth Advisors