Morgan Stanley shares owned by Segment Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Segment Wealth Management
from 13F filings
Historical chart of Segment Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Segment Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Segment Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $614k | 3.9k | 158.96 |
| 2025-06-30 | $537k | 3.8k | 140.86 |
| 2025-03-31 | $446k | 3.8k | 116.67 |
| 2024-12-31 | $318k | 2.5k | 125.72 |
| 2024-09-30 | $261k | 2.5k | 104.24 |
| 2024-06-30 | $244k | 2.5k | 97.19 |
| 2024-03-31 | $246k | 2.6k | 94.16 |
| 2023-12-31 | $209k | 2.2k | 93.25 |
| 2022-03-31 | $265k | 3.0k | 87.52 |
| 2021-12-31 | $293k | 3.0k | 98.09 |