Morgan Stanley shares owned by Triad Wealth Partners
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Triad Wealth Partners
from 13F filings
Historical chart of Triad Wealth Partners investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Triad Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 7.3k | 158.95 |
| 2025-06-30 | $941k | 6.7k | 140.86 |
| 2025-03-31 | $785k | 6.7k | 116.67 |
| 2024-12-31 | $858k | 6.8k | 125.72 |
| 2024-06-30 | $402k | 4.1k | 97.19 |
| 2024-03-31 | $381k | 4.0k | 94.16 |