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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Stratos Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |