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Morgan Stanley shares owned by Stratos Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Stratos Wealth Advisors from 13F filings

Historical chart of Stratos Wealth Advisors investment in Morgan Stanley

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All positions including Morgan Stanley held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Stratos Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.3M 7.9k 164.57
2025-12-31 $1.4M 7.7k 177.54
2025-09-30 $1.3M 8.0k 158.96
2025-06-30 $1.1M 7.7k 140.87
2025-03-31 $906k 7.8k 116.67
2024-12-31 $1.1M 8.7k 125.73
2024-09-30 $1.1M 11k 104.24
2024-06-30 $995k 10k 97.19
2024-03-31 $963k 10k 94.17
2023-12-31 $998k 11k 93.25
2023-09-30 $820k 10k 81.68
2022-03-31 $274k 3.1k 87.32
2021-12-31 $629k 6.4k 98.10
2021-09-30 $559k 5.7k 97.39
2021-06-30 $583k 6.4k 91.77
2021-03-31 $499k 6.4k 77.64
2020-12-31 $501k 7.3k 68.58
2020-09-30 $316k 6.5k 48.36
2020-06-30 $310k 6.4k 48.26
2020-03-31 $240k 7.1k 33.98
2019-12-31 $359k 7.0k 51.11
2019-09-30 $274k 6.4k 42.69
2019-06-30 $287k 6.5k 43.84
2019-03-31 $281k 6.7k 42.16
2018-12-31 $274k 6.9k 39.63