Morgan Stanley shares owned by Wealth Effects
Historical chart of Wealth Effects investment in Morgan Stanley
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All positions including Morgan Stanley held by Wealth Effects consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by Wealth Effects
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $807k | 5.1k | 158.96 |
| 2025-06-30 | $715k | 5.1k | 140.86 |
| 2025-03-31 | $604k | 5.2k | 116.67 |
| 2024-12-31 | $714k | 5.7k | 125.72 |
| 2024-09-30 | $594k | 5.7k | 104.24 |
| 2024-06-30 | $554k | 5.7k | 97.19 |
| 2024-03-31 | $542k | 5.8k | 94.16 |
| 2023-12-31 | $537k | 5.8k | 93.24 |
| 2023-09-30 | $466k | 5.7k | 81.67 |
| 2023-06-30 | $487k | 5.7k | 85.41 |
| 2023-03-31 | $501k | 5.7k | 87.80 |
| 2022-12-31 | $493k | 5.8k | 85.01 |
| 2022-09-30 | $1.1M | 13k | 79.00 |
| 2022-06-30 | $1.0M | 13k | 76.07 |
| 2022-03-31 | $1.1M | 13k | 87.38 |
| 2021-12-31 | $1.3M | 13k | 98.19 |