Morgan Stanley shares owned by Trajan Wealth
Historical chart of Trajan Wealth investment in Morgan Stanley
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All positions including Morgan Stanley held by Trajan Wealth consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Trajan Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.9M | 43k | 158.96 |
| 2025-06-30 | $6.3M | 45k | 140.86 |
| 2025-03-31 | $5.3M | 45k | 116.67 |
| 2024-12-31 | $5.7M | 45k | 125.72 |
| 2024-09-30 | $5.1M | 49k | 104.24 |
| 2024-06-30 | $4.5M | 47k | 97.19 |