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

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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
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