Morgan Stanley shares owned by Strategic Planning Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Strategic Planning Group
from 13F filings
Historical chart of Strategic Planning Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Strategic Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Strategic Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $11M | 71k | 158.96 |
| 2025-06-30 | $7.6M | 54k | 140.86 |