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Morgan Stanley shares owned by Polaris Wealth Advisers

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Polaris Wealth Advisers from 13F filings

Historical chart of Polaris Wealth Advisers investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Polaris Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Polaris Wealth Advisers

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.4M 42k 81.67
2023-06-30 $15M 176k 85.40
2023-03-31 $16M 177k 87.80
2022-12-31 $17M 187k 89.43
2022-09-30 $26M 332k 78.41
2022-06-30 $26M 342k 76.06
2019-03-31 $234k 5.4k 43.45
2018-12-31 $214k 5.4k 39.73
2018-09-30 $251k 5.4k 46.60
2018-06-30 $27M 500k 53.96
2018-03-31 $27M 500k 53.96
2017-12-31 $25M 472k 52.47
2017-09-30 $22M 450k 48.17
2017-06-30 $20M 443k 44.56