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Morgan Stanley shares owned by Richardson Financial Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Richardson Financial Services from 13F filings

Historical chart of Richardson Financial Services investment in Morgan Stanley

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All positions including Morgan Stanley held by Richardson Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Richardson Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $145k 911 158.96
2025-06-30 $94k 667 141.07
2025-03-31 $66k 564 116.67
2024-12-31 $59k 465 125.75
2024-09-30 $39k 403 97.19
2024-06-30 $39k 403 97.19
2024-03-31 $31k 332 94.16
2023-12-31 $55k 585 93.25