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Morgan Stanley shares owned by Wealth Management Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealth Management Associates from 13F filings

Historical chart of Wealth Management Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wealth Management Associates

Quarter filed Position value Share count Share price at filing
2025-12-31 $340k 1.9k 177.56
2025-09-30 $305k 1.9k 158.93
2025-06-30 $267k 1.9k 140.86
2025-03-31 $221k 1.9k 116.68
2024-12-31 $238k 1.9k 125.69
2023-12-31 $203k 2.2k 93.25