Morgan Stanley shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $797k | 5.0k | 158.97 |
| 2025-06-30 | $727k | 5.2k | 140.86 |
| 2024-12-31 | $709k | 5.2k | 136.84 |
| 2024-09-30 | $616k | 5.9k | 104.25 |
| 2024-06-30 | $546k | 5.6k | 97.20 |
| 2024-03-31 | $576k | 6.1k | 94.16 |
| 2023-12-31 | $475k | 5.1k | 93.25 |
| 2023-09-30 | $450k | 5.5k | 81.67 |
| 2023-06-30 | $449k | 5.3k | 85.40 |
| 2023-03-31 | $447k | 5.1k | 87.80 |
| 2022-12-31 | $530k | 6.2k | 85.02 |
| 2022-09-30 | $412k | 5.2k | 79.01 |
| 2022-06-30 | $343k | 4.5k | 76.09 |
| 2022-03-31 | $439k | 5.0k | 87.49 |
| 2021-12-31 | $458k | 4.7k | 98.11 |
| 2021-09-30 | $423k | 4.3k | 97.26 |
| 2021-06-30 | $244k | 2.7k | 91.73 |
| 2021-03-31 | $207k | 2.7k | 77.82 |
| 2020-12-31 | $203k | 3.0k | 68.58 |
| 2020-03-31 | $248k | 4.8k | 51.23 |
| 2019-12-31 | $247k | 4.8k | 51.02 |
| 2019-09-30 | $421k | 9.9k | 42.66 |
| 2019-06-30 | $1.0M | 23k | 44.29 |
| 2019-03-31 | $890k | 21k | 42.00 |
| 2018-12-31 | $705k | 17k | 42.47 |
| 2018-06-30 | $2.0k | 51 | 39.22 |
| 2018-03-31 | $3.0k | 51 | 58.82 |