Morgan Stanley shares owned by Planned Solutions
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $223k | 1.3k | 177.53 |
| 2024-09-30 | $135k | 1.3k | 104.24 |
| 2024-03-31 | $238k | 2.5k | 94.16 |
| 2023-12-31 | $236k | 2.5k | 93.25 |
| 2023-09-30 | $207k | 2.5k | 81.67 |
| 2023-06-30 | $237k | 2.8k | 85.40 |
| 2023-03-31 | $243k | 2.8k | 87.80 |
| 2022-12-31 | $232k | 2.7k | 85.02 |
| 2022-09-30 | $216k | 2.7k | 79.06 |
| 2022-06-30 | $208k | 2.7k | 76.13 |
| 2022-03-31 | $241k | 2.8k | 87.41 |
| 2021-12-31 | $276k | 2.8k | 98.33 |
| 2021-06-30 | $253k | 2.8k | 91.77 |
| 2021-03-31 | $214k | 2.8k | 77.62 |
| 2020-12-31 | $97k | 1.4k | 68.70 |
| 2020-09-30 | $65k | 1.4k | 48.08 |