Morgan Stanley shares owned by Waterfront Wealth
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Waterfront Wealth
from 13F filings
Historical chart of Waterfront Wealth investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Waterfront Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 15k | 158.45 |
| 2025-06-30 | $2.1M | 15k | 140.86 |
| 2025-03-31 | $1.8M | 15k | 116.67 |
| 2024-12-31 | $1.9M | 16k | 125.72 |
| 2024-09-30 | $1.8M | 15k | 119.26 |
| 2024-06-30 | $1.5M | 15k | 97.19 |
| 2024-03-31 | $1.4M | 15k | 92.50 |
| 2023-12-31 | $1.4M | 15k | 93.25 |
| 2023-09-30 | $1.0M | 15k | 71.38 |
| 2023-06-30 | $1.3M | 14k | 95.44 |
| 2023-03-31 | $1.1M | 12k | 87.80 |
| 2022-12-31 | $1.2M | 12k | 96.86 |
| 2022-09-30 | $1.0M | 13k | 82.25 |
| 2022-06-30 | $1.1M | 14k | 76.08 |
| 2022-03-31 | $856k | 10k | 84.18 |
| 2021-12-31 | $670k | 6.8k | 98.10 |
| 2021-09-30 | $471k | 4.8k | 97.25 |
| 2021-06-30 | $352k | 3.8k | 91.60 |
| 2021-03-31 | $298k | 3.8k | 78.34 |
| 2020-12-31 | $261k | 3.8k | 68.61 |