Morgan Stanley shares owned by Trueblood Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Trueblood Wealth Management
from 13F filings
Historical chart of Trueblood Wealth Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Trueblood Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Trueblood Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $597k | 3.8k | 158.95 |
| 2025-06-30 | $526k | 3.7k | 140.85 |
| 2025-03-31 | $403k | 3.5k | 116.67 |
| 2024-12-31 | $387k | 3.1k | 125.72 |
| 2024-03-31 | $290k | 3.1k | 94.16 |
| 2023-12-31 | $287k | 3.1k | 93.25 |
More positions owned by Trueblood Wealth Management
View all positions for Trueblood Wealth Management