Morgan Stanley shares owned by Strait & Sound Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Strait & Sound Wealth Management
from 13F filings
Historical chart of Strait & Sound Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Strait & Sound Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Strait & Sound Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 8.9k | 158.96 |
| 2025-06-30 | $1.3M | 8.9k | 140.86 |
| 2025-03-31 | $1.0M | 8.7k | 116.67 |
| 2024-12-31 | $729k | 5.8k | 125.72 |
| 2024-09-30 | $585k | 5.6k | 104.24 |
| 2024-03-31 | $259k | 3.0k | 86.84 |
| 2023-12-31 | $257k | 3.0k | 84.41 |
| 2023-09-30 | $259k | 3.2k | 81.67 |
| 2023-06-30 | $267k | 3.1k | 85.40 |
| 2023-03-31 | $295k | 3.4k | 87.80 |
| 2022-12-31 | $311k | 3.2k | 97.08 |
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