Morgan Stanley shares owned by Valeo Financial Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Valeo Financial Advisors
from 13F filings
Historical chart of Valeo Financial Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Valeo Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.7M | 17k | 158.96 |
| 2025-06-30 | $2.5M | 18k | 140.86 |
| 2025-03-31 | $2.0M | 17k | 116.67 |
| 2024-12-31 | $2.1M | 17k | 125.72 |
| 2024-09-30 | $1.7M | 17k | 104.24 |
| 2024-06-30 | $1.7M | 17k | 97.19 |
| 2024-03-31 | $1.8M | 19k | 93.85 |
| 2023-12-31 | $1.6M | 17k | 93.25 |
| 2023-09-30 | $1.4M | 17k | 81.67 |
| 2023-06-30 | $1.5M | 17k | 85.40 |
| 2023-03-31 | $1.4M | 16k | 87.80 |
| 2022-12-31 | $1.1M | 13k | 85.02 |
| 2022-09-30 | $708k | 9.0k | 78.98 |
| 2022-06-30 | $644k | 8.5k | 76.02 |
| 2022-03-31 | $1.0M | 12k | 87.44 |
| 2021-12-31 | $798k | 8.1k | 98.18 |
| 2021-09-30 | $718k | 7.4k | 97.25 |
| 2021-06-30 | $585k | 6.4k | 91.62 |
| 2021-03-31 | $513k | 6.6k | 77.61 |
| 2020-12-31 | $471k | 6.9k | 68.53 |
| 2020-09-30 | $198k | 4.1k | 48.33 |
| 2020-06-30 | $304k | 6.3k | 48.30 |
| 2020-03-31 | $166k | 4.1k | 40.81 |
| 2019-12-31 | $175k | 3.4k | 51.26 |
| 2019-09-30 | $121k | 2.8k | 42.70 |
| 2019-06-30 | $123k | 2.8k | 43.68 |
| 2019-03-31 | $123k | 2.9k | 42.25 |
| 2018-12-31 | $88k | 2.2k | 39.87 |
| 2018-09-30 | $100k | 2.2k | 45.50 |
| 2018-06-30 | $94k | 2.0k | 47.47 |
| 2018-03-31 | $104k | 1.9k | 54.03 |
| 2017-12-31 | $26k | 495 | 52.53 |
| 2017-09-30 | $12k | 249 | 48.19 |