Morgan Stanley shares owned by Visionary Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Visionary Wealth Advisors
from 13F filings
Historical chart of Visionary Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Visionary Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.3M | 7.4k | 177.54 |
| 2025-09-30 | $1.1M | 7.2k | 158.96 |
| 2025-06-30 | $1.1M | 7.5k | 140.86 |
| 2025-03-31 | $866k | 7.4k | 116.67 |
| 2024-12-31 | $829k | 6.6k | 125.73 |
| 2024-09-30 | $681k | 6.5k | 104.24 |
| 2024-06-30 | $636k | 6.5k | 97.19 |
| 2024-03-31 | $618k | 6.6k | 94.17 |
| 2023-12-31 | $649k | 7.0k | 93.25 |
| 2023-09-30 | $524k | 6.4k | 81.67 |
| 2023-06-30 | $519k | 6.1k | 85.41 |
| 2023-03-31 | $553k | 6.3k | 87.75 |
| 2022-12-31 | $543k | 6.4k | 84.98 |
| 2022-09-30 | $538k | 6.8k | 78.94 |
| 2022-06-30 | $571k | 7.5k | 76.04 |
| 2022-03-31 | $647k | 7.4k | 87.42 |
| 2021-12-31 | $640k | 6.5k | 98.14 |
| 2021-09-30 | $427k | 4.4k | 97.40 |
| 2021-06-30 | $622k | 6.8k | 91.75 |
| 2021-03-31 | $508k | 6.5k | 77.70 |
| 2020-12-31 | $423k | 6.2k | 68.55 |
| 2020-09-30 | $285k | 5.9k | 48.33 |
| 2020-06-30 | $232k | 4.8k | 48.29 |
| 2019-12-31 | $230k | 4.5k | 51.18 |