Morgan Stanley shares owned by Summit Wealth Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Summit Wealth Group
from 13F filings
Historical chart of Summit Wealth Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Summit Wealth Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Summit Wealth Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $475k | 3.0k | 158.94 |
| 2025-06-30 | $421k | 3.0k | 140.99 |
| 2025-03-31 | $349k | 3.0k | 116.53 |
| 2024-12-31 | $375k | 3.0k | 125.71 |
| 2024-09-30 | $311k | 3.0k | 104.26 |
| 2024-06-30 | $290k | 3.0k | 97.22 |
| 2023-03-31 | $0 | 20k | 0.00 |