Morgan Stanley shares owned by Sound View Wealth Advisors Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sound View Wealth Advisors Group
from 13F filings
Historical chart of Sound View Wealth Advisors Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Sound View Wealth Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $922k | 5.8k | 158.96 |
| 2025-06-30 | $817k | 5.8k | 140.86 |
| 2025-03-31 | $742k | 6.4k | 116.67 |
| 2024-12-31 | $715k | 5.7k | 125.72 |
| 2024-09-30 | $595k | 5.7k | 104.24 |
| 2024-06-30 | $437k | 4.5k | 97.19 |
| 2024-03-31 | $404k | 4.3k | 94.16 |
| 2023-12-31 | $408k | 4.4k | 93.25 |
| 2023-09-30 | $298k | 3.7k | 81.67 |
| 2023-06-30 | $266k | 3.1k | 85.40 |
| 2023-03-31 | $230k | 2.6k | 87.80 |
More positions owned by Sound View Wealth Advisors Group
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