Morgan Stanley shares owned by Pension & Wealth Management Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pension & Wealth Management Advisors
from 13F filings
Historical chart of Pension & Wealth Management Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Pension & Wealth Management Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Pension & Wealth Management Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $173k | 825 | 209.30 |
| 2026-03-31 | $158k | 956 | 164.81 |
| 2025-12-31 | $180k | 1.0k | 177.82 |
| 2025-09-30 | $161k | 1.0k | 159.26 |
| 2025-06-30 | $152k | 1.1k | 140.94 |
| 2025-03-31 | $107k | 917 | 116.78 |
| 2024-12-31 | $97k | 772 | 125.73 |
| 2024-09-30 | $70k | 675 | 104.28 |
| 2022-12-31 | $6.4k | 75 | 85.03 |
More positions owned by Pension & Wealth Management Advisors
View all positions for Pension & Wealth Management Advisors