Morgan Stanley shares owned by SOA Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by SOA Wealth Advisors
from 13F filings
Historical chart of SOA Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by SOA Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $158k | 996 | 158.92 |
| 2025-06-30 | $140k | 994 | 140.88 |
| 2025-03-31 | $119k | 1.0k | 116.73 |
| 2024-12-31 | $128k | 1.0k | 125.72 |
| 2024-09-30 | $106k | 1.0k | 104.28 |
| 2024-06-30 | $99k | 1.0k | 97.22 |
| 2024-03-31 | $95k | 1.0k | 94.20 |
| 2023-12-31 | $94k | 1.0k | 93.27 |
| 2023-09-30 | $82k | 1.0k | 81.66 |
| 2023-06-30 | $86k | 1.0k | 85.38 |
| 2023-03-31 | $64k | 724 | 87.76 |
| 2022-12-31 | $57k | 674 | 85.02 |
| 2022-09-30 | $53k | 672 | 78.87 |
| 2022-06-30 | $50k | 670 | 74.63 |
| 2022-03-31 | $59k | 683 | 86.38 |
| 2021-12-31 | $67k | 682 | 98.24 |
| 2021-09-30 | $66k | 680 | 97.06 |
| 2021-06-30 | $62k | 679 | 91.31 |
| 2021-03-31 | $56k | 733 | 76.40 |
| 2020-12-31 | $54k | 731 | 73.87 |