Morgan Stanley shares owned by Pinnacle Wealth Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Pinnacle Wealth Management Group
from 13F filings
Historical chart of Pinnacle Wealth Management Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Pinnacle Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 32k | 158.96 |
| 2025-06-30 | $4.5M | 32k | 140.86 |
| 2025-03-31 | $3.7M | 32k | 116.67 |
| 2024-12-31 | $4.1M | 32k | 125.72 |
| 2024-09-30 | $3.4M | 32k | 104.24 |
| 2024-06-30 | $3.2M | 33k | 97.19 |
| 2024-03-31 | $3.1M | 33k | 94.16 |
| 2023-12-31 | $3.0M | 33k | 93.25 |
| 2023-09-30 | $2.8M | 34k | 81.67 |
| 2023-06-30 | $2.9M | 34k | 85.40 |
| 2023-03-31 | $2.9M | 33k | 87.40 |
| 2022-12-31 | $2.8M | 33k | 85.03 |
| 2022-09-30 | $2.6M | 33k | 79.02 |
| 2022-06-30 | $2.5M | 33k | 76.06 |
| 2022-03-31 | $2.9M | 33k | 87.39 |
| 2021-12-31 | $3.2M | 32k | 98.17 |
| 2021-09-30 | $3.1M | 32k | 97.30 |
| 2021-06-30 | $3.0M | 33k | 91.69 |
More positions owned by Pinnacle Wealth Management Group
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