Morgan Stanley shares owned by SageView Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by SageView Advisory Group
from 13F filings
Historical chart of SageView Advisory Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by SageView Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $494k | 3.1k | 158.94 |
| 2025-06-30 | $463k | 3.2k | 142.57 |
| 2025-03-31 | $357k | 3.1k | 116.65 |
| 2024-12-31 | $872k | 6.9k | 125.73 |
| 2024-09-30 | $685k | 6.6k | 104.24 |
| 2024-06-30 | $1.1M | 12k | 97.19 |
| 2024-03-31 | $212k | 590 | 358.64 |
| 2023-12-31 | $951k | 11k | 87.62 |
| 2023-09-30 | $249k | 3.1k | 81.68 |
| 2023-06-30 | $251k | 2.9k | 85.41 |
| 2023-03-31 | $261k | 3.0k | 87.81 |
| 2022-12-31 | $272k | 3.2k | 85.01 |