Morgan Stanley shares owned by TruWealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by TruWealth Advisors
from 13F filings
Historical chart of TruWealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by TruWealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 2.0k | 158.96 |
| 2025-06-30 | $280k | 2.0k | 140.86 |
| 2025-03-31 | $232k | 2.0k | 116.65 |
| 2024-12-31 | $249k | 2.0k | 125.70 |
| 2024-09-30 | $207k | 2.0k | 104.22 |