Morgan Stanley shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Morgan Stanley
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All positions including Morgan Stanley held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $479k | 3.0k | 158.96 |
| 2012-12-31 | $19k | 1.0k | 19.00 |
| 2012-09-30 | $17k | 1.0k | 17.00 |
| 2012-06-30 | $15k | 1.0k | 15.00 |
| 2012-03-31 | $22k | 1.1k | 20.00 |
| 2011-12-31 | $17k | 1.1k | 15.45 |
| 2011-09-30 | $15k | 1.0k | 15.00 |