Morgan Stanley shares owned by Portside Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Portside Wealth Group
from 13F filings
Historical chart of Portside Wealth Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Portside Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.5k | 158.96 |
| 2025-06-30 | $1.3M | 9.4k | 140.86 |
| 2025-03-31 | $1.1M | 9.2k | 116.67 |
| 2024-12-31 | $1.1M | 8.6k | 125.50 |
| 2024-09-30 | $838k | 8.0k | 104.24 |
| 2024-06-30 | $682k | 7.0k | 97.19 |
| 2024-03-31 | $713k | 7.6k | 94.17 |
| 2023-12-31 | $716k | 7.7k | 93.25 |
| 2023-09-30 | $715k | 8.8k | 81.67 |
| 2023-06-30 | $747k | 8.7k | 85.40 |