RMG Wealth Management »

Morgan Stanley shares owned by RMG Wealth Management

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

Historical chart of RMG Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by RMG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $39k 248 158.34
2025-06-30 $35k 248 141.19