Morgan Stanley shares owned by Tradition Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Tradition Wealth Management
from 13F filings
Historical chart of Tradition Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Tradition Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Tradition Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $564k | 3.5k | 158.95 |
| 2025-06-30 | $397k | 2.8k | 140.87 |
| 2025-03-31 | $254k | 2.2k | 116.66 |
| 2024-12-31 | $239k | 1.9k | 125.69 |
| 2023-12-31 | $93k | 997 | 93.28 |
| 2023-09-30 | $93k | 1.1k | 81.36 |
| 2023-06-30 | $124k | 1.4k | 85.58 |
| 2023-03-31 | $344k | 3.9k | 87.73 |
| 2022-12-31 | $316k | 3.7k | 85.15 |
| 2022-09-30 | $295k | 3.7k | 78.98 |
| 2022-06-30 | $341k | 4.5k | 76.03 |
| 2022-03-31 | $463k | 5.3k | 87.34 |
| 2021-12-31 | $298k | 3.0k | 98.03 |
| 2021-09-30 | $282k | 2.9k | 97.17 |
| 2021-06-30 | $93k | 1.0k | 91.54 |
| 2021-03-31 | $79k | 1.0k | 77.76 |
| 2020-12-31 | $70k | 1.0k | 68.90 |
More positions owned by Tradition Wealth Management
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