Morgan Stanley shares owned by Robertson Stephens Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Robertson Stephens Wealth Management
from 13F filings
Historical chart of Robertson Stephens Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Robertson Stephens Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $730k | 4.6k | 158.96 |
| 2025-06-30 | $755k | 5.4k | 140.86 |
| 2025-03-31 | $623k | 5.3k | 116.68 |
| 2024-12-31 | $724k | 5.8k | 125.72 |
| 2024-09-30 | $587k | 5.6k | 104.23 |
| 2024-03-31 | $655k | 7.0k | 94.16 |
| 2023-12-31 | $400k | 4.3k | 93.26 |
| 2023-09-30 | $354k | 4.3k | 81.67 |
| 2023-06-30 | $356k | 4.2k | 85.40 |
| 2023-03-31 | $429k | 4.9k | 87.81 |
| 2022-12-31 | $425k | 5.0k | 85.03 |
| 2022-09-30 | $398k | 5.0k | 78.83 |
| 2022-06-30 | $380k | 5.0k | 76.00 |
| 2021-09-30 | $216k | 2.2k | 96.90 |
More positions owned by Robertson Stephens Wealth Management
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