Morgan Stanley shares owned by Roxbury Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Roxbury Financial
from 13F filings
Historical chart of Roxbury Financial investment in Morgan Stanley
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All positions including Morgan Stanley held by Roxbury Financial consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Roxbury Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $59k | 373 | 158.85 |
| 2025-06-30 | $52k | 370 | 140.95 |
| 2025-03-31 | $49k | 368 | 132.98 |
| 2024-12-31 | $48k | 365 | 131.67 |