Morgan Stanley shares owned by TRUE Private Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TRUE Private Wealth Advisors
from 13F filings
Historical chart of TRUE Private Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by TRUE Private Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 9.5k | 158.96 |
| 2025-06-30 | $1.3M | 9.5k | 140.87 |
| 2025-03-31 | $1.1M | 9.2k | 116.67 |
| 2024-12-31 | $1.0M | 8.2k | 125.73 |
| 2024-09-30 | $862k | 8.3k | 104.25 |
| 2024-06-30 | $836k | 8.6k | 97.20 |
| 2024-03-31 | $805k | 8.5k | 94.16 |
| 2023-12-31 | $803k | 8.6k | 93.25 |
| 2023-09-30 | $713k | 8.7k | 81.67 |
| 2023-06-30 | $711k | 8.3k | 85.40 |
| 2023-03-31 | $731k | 8.3k | 87.80 |
| 2022-12-31 | $702k | 8.3k | 85.02 |
| 2022-09-30 | $652k | 8.3k | 78.96 |
| 2022-06-30 | $601k | 7.9k | 76.06 |
| 2022-03-31 | $692k | 7.9k | 87.19 |
| 2021-12-31 | $776k | 7.9k | 98.07 |
| 2021-09-30 | $761k | 7.8k | 97.26 |
| 2021-06-30 | $722k | 7.9k | 91.58 |
| 2021-03-31 | $656k | 8.4k | 77.70 |
| 2020-12-31 | $647k | 9.4k | 68.52 |
| 2020-09-30 | $451k | 9.3k | 48.28 |
| 2020-06-30 | $483k | 10k | 48.26 |
| 2020-03-31 | $351k | 10k | 33.99 |
| 2019-12-31 | $218k | 4.3k | 51.05 |
| 2019-06-30 | $184k | 4.2k | 43.76 |
| 2018-09-30 | $49k | 1.0k | 46.57 |
More positions owned by TRUE Private Wealth Advisors
View all positions for TRUE Private Wealth Advisors