Morgan Stanley shares owned by Sax Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sax Wealth Advisors
from 13F filings
Historical chart of Sax Wealth Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Sax Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Sax Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $746k | 4.7k | 158.95 |
| 2025-06-30 | $576k | 4.1k | 140.85 |
| 2024-12-31 | $337k | 2.7k | 125.72 |
| 2024-09-30 | $252k | 2.4k | 104.24 |
| 2024-06-30 | $228k | 2.4k | 97.19 |