Morgan Stanley shares owned by Prestige Wealth Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Prestige Wealth Management Group
from 13F filings
Historical chart of Prestige Wealth Management Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Prestige Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 3.5k | 158.96 |
| 2025-06-30 | $481k | 3.4k | 140.86 |
| 2025-03-31 | $55k | 470 | 116.67 |
| 2024-12-31 | $59k | 470 | 125.72 |
| 2024-09-30 | $49k | 470 | 104.24 |
| 2024-06-30 | $351k | 3.6k | 97.19 |
| 2024-03-31 | $211k | 2.2k | 94.16 |
| 2023-12-31 | $572k | 6.1k | 93.25 |
| 2023-09-30 | $467k | 5.7k | 81.67 |
| 2023-06-30 | $194k | 2.3k | 85.40 |
| 2023-03-31 | $199k | 2.3k | 87.80 |
| 2022-12-31 | $201k | 2.4k | 85.02 |
| 2022-09-30 | $184k | 2.3k | 80.13 |
| 2022-06-30 | $175k | 2.3k | 76.07 |
| 2022-03-31 | $186k | 2.1k | 88.61 |
| 2021-12-31 | $203k | 2.1k | 96.88 |
| 2021-09-30 | $203k | 2.1k | 96.88 |
| 2021-06-30 | $190k | 2.1k | 90.63 |
| 2021-03-31 | $164k | 2.1k | 78.13 |
| 2020-12-31 | $147k | 2.1k | 69.49 |
| 2020-09-30 | $98k | 2.0k | 48.30 |
| 2020-06-30 | $98k | 2.0k | 48.30 |
| 2020-03-31 | $69k | 2.0k | 34.01 |
| 2019-12-31 | $156k | 3.0k | 51.25 |
| 2019-09-30 | $161k | 3.8k | 42.64 |
| 2019-06-30 | $166k | 3.8k | 44.02 |
| 2019-03-31 | $160k | 3.8k | 42.34 |
| 2018-12-31 | $534k | 14k | 39.63 |
More positions owned by Prestige Wealth Management Group
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