Morgan Stanley shares owned by Soltis Investment Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Soltis Investment Advisors
from 13F filings
Historical chart of Soltis Investment Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Soltis Investment 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 Soltis Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $863k | 5.4k | 158.96 |
| 2025-06-30 | $753k | 5.3k | 140.85 |
| 2025-03-31 | $380k | 3.3k | 116.65 |
| 2024-12-31 | $407k | 3.2k | 125.71 |
| 2024-09-30 | $242k | 2.3k | 104.22 |
| 2023-06-30 | $224k | 2.6k | 85.39 |
| 2023-03-31 | $216k | 2.5k | 87.80 |
| 2022-12-31 | $206k | 2.4k | 85.02 |
More positions owned by Soltis Investment Advisors
View all positions for Soltis Investment Advisors