Morgan Stanley shares owned by WCG Wealth Advisors
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by WCG Wealth Advisors
from 13F filings
Historical chart of WCG Wealth Advisors investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by WCG Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.2M | 13k | 177.53 |
| 2024-03-31 | $1.3M | 14k | 94.13 |
| 2023-12-31 | $1.4M | 15k | 93.28 |
| 2023-09-30 | $1.3M | 16k | 82.32 |
| 2023-06-30 | $1.0M | 12k | 85.36 |
| 2023-03-31 | $1.1M | 12k | 87.78 |
| 2022-12-31 | $1.0M | 12k | 85.02 |
| 2022-09-30 | $947k | 12k | 79.01 |
| 2022-06-30 | $844k | 11k | 76.04 |