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Morgan Stanley shares owned by Root Financial Partners

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

Historical chart of Root Financial Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Root Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $543k 3.1k 177.54
2025-09-30 $441k 2.8k 158.96
2025-06-30 $371k 2.6k 140.84

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