Morgan Stanley shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $10M | 49k | 209.04 |
| 2026-03-31 | $7.9M | 48k | 164.57 |
| 2025-12-31 | $8.5M | 48k | 177.53 |
| 2025-09-30 | $6.8M | 43k | 158.96 |
| 2025-06-30 | $5.9M | 42k | 140.86 |
| 2025-03-31 | $4.9M | 42k | 116.67 |
| 2024-12-31 | $5.0M | 40k | 125.72 |
| 2024-09-30 | $4.1M | 40k | 104.24 |
| 2024-06-30 | $3.9M | 40k | 97.19 |
| 2024-03-31 | $3.6M | 38k | 94.16 |
| 2023-12-31 | $3.6M | 39k | 93.25 |
| 2023-09-30 | $1.3M | 16k | 81.67 |
| 2023-06-30 | $1.5M | 18k | 85.40 |
| 2023-03-31 | $1.7M | 19k | 87.80 |
| 2022-12-31 | $1.6M | 19k | 85.02 |
| 2022-09-30 | $1.3M | 16k | 78.99 |
| 2022-06-30 | $1.3M | 18k | 76.06 |
| 2022-03-31 | $1.5M | 17k | 87.39 |
| 2021-12-31 | $1.1M | 12k | 98.16 |
| 2021-09-30 | $988k | 10k | 97.34 |
| 2021-06-30 | $992k | 11k | 91.69 |
| 2021-03-31 | $990k | 13k | 77.64 |
| 2020-12-31 | $915k | 13k | 68.55 |
| 2020-09-30 | $687k | 14k | 48.38 |
| 2020-06-30 | $723k | 15k | 48.30 |
| 2020-03-31 | $609k | 18k | 34.03 |
| 2019-12-31 | $1.4M | 27k | 51.13 |
| 2019-09-30 | $504k | 12k | 42.69 |
| 2019-06-30 | $1.3M | 29k | 43.81 |
| 2019-03-31 | $1.3M | 30k | 42.18 |
| 2018-12-31 | $1.0M | 26k | 39.64 |
| 2018-09-30 | $966k | 21k | 46.58 |
| 2018-06-30 | $978k | 21k | 47.39 |
| 2018-03-31 | $2.6M | 48k | 53.97 |
| 2017-12-31 | $2.1M | 40k | 52.64 |
| 2017-09-30 | $1.6M | 34k | 48.16 |
| 2017-06-30 | $1.4M | 31k | 44.57 |
| 2017-03-31 | $1.6M | 37k | 42.83 |
| 2016-12-31 | $1.4M | 34k | 42.24 |
| 2016-09-30 | $774k | 24k | 32.06 |
| 2016-06-30 | $678k | 26k | 25.99 |
| 2016-03-31 | $735k | 29k | 25.02 |
| 2015-12-31 | $853k | 27k | 31.80 |
| 2015-09-30 | $759k | 24k | 31.51 |
| 2015-06-30 | $908k | 23k | 38.77 |
| 2015-03-31 | $910k | 24k | 37.31 |
| 2014-12-31 | $632k | 16k | 38.80 |
| 2014-09-30 | $502k | 15k | 34.55 |
| 2014-06-30 | $500k | 16k | 32.31 |
| 2014-03-31 | $413k | 13k | 31.18 |
| 2013-09-30 | $255k | 9.5k | 26.97 |
| 2013-06-30 | $246k | 10k | 24.44 |
| 2012-06-30 | $156k | 11k | 14.63 |
| 2011-03-31 | $362k | 13k | 27.32 |
More positions owned by United Capital Financial Advisers
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