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
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Wealth Management Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly 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 |
More positions owned by Wealth Management Associates
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