Morgan Stanley shares owned by SlateStone Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by SlateStone Wealth
from 13F filings
Historical chart of SlateStone Wealth investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by SlateStone Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by SlateStone Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $968k | 6.1k | 159.00 |
| 2025-06-30 | $857k | 6.1k | 140.93 |
| 2025-03-31 | $599k | 5.1k | 116.65 |
| 2024-12-31 | $682k | 5.4k | 125.78 |
| 2024-09-30 | $543k | 5.2k | 104.18 |
| 2024-06-30 | $488k | 5.0k | 97.19 |
| 2024-03-31 | $472k | 5.0k | 94.08 |
| 2023-12-31 | $446k | 4.8k | 93.21 |
| 2023-09-30 | $416k | 5.1k | 81.70 |
| 2023-06-30 | $390k | 4.6k | 85.49 |
| 2023-03-31 | $361k | 4.1k | 87.90 |
| 2022-12-31 | $302k | 3.6k | 85.02 |
| 2022-09-30 | $270k | 3.4k | 78.88 |
| 2020-09-30 | $965k | 20k | 48.33 |
| 2020-06-30 | $492k | 10k | 48.38 |
| 2020-03-31 | $346k | 10k | 34.02 |
| 2019-12-31 | $504k | 9.9k | 51.16 |
| 2019-09-30 | $628k | 15k | 42.66 |
| 2019-06-30 | $645k | 15k | 43.82 |
| 2019-03-31 | $955k | 23k | 42.21 |