Morgan Stanley shares owned by Smallwood Wealth Investment Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Smallwood Wealth Investment Management
from 13F filings
Historical chart of Smallwood Wealth Investment Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Smallwood Wealth Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $327k | 2.1k | 159.04 |
| 2025-06-30 | $290k | 2.1k | 140.93 |
| 2025-03-31 | $240k | 2.1k | 116.73 |
| 2024-12-31 | $259k | 2.1k | 125.72 |
| 2024-09-30 | $214k | 2.1k | 104.24 |
| 2022-12-31 | $204k | 2.4k | 85.02 |
| 2022-09-30 | $227k | 2.9k | 78.87 |
More positions owned by Smallwood Wealth Investment Management
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