Morgan Stanley shares owned by Wealth Management Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealth Management Group
from 13F filings
Historical chart of Wealth Management Group investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 11k | 158.96 |
| 2025-06-30 | $1.6M | 11k | 140.86 |
| 2025-03-31 | $1.4M | 12k | 116.67 |
| 2024-12-31 | $1.5M | 12k | 125.72 |
| 2024-09-30 | $1.3M | 12k | 104.24 |
| 2024-06-30 | $1.5M | 16k | 97.19 |
| 2024-03-31 | $1.5M | 16k | 94.16 |
| 2023-12-31 | $1.4M | 15k | 93.25 |
| 2023-09-30 | $1.5M | 18k | 81.67 |
| 2023-06-30 | $1.5M | 18k | 85.40 |
| 2023-03-31 | $1.6M | 18k | 87.80 |
| 2022-12-31 | $1.5M | 17k | 85.04 |
| 2022-09-30 | $1.4M | 18k | 78.99 |
| 2022-06-30 | $1.6M | 21k | 76.05 |
| 2022-03-31 | $1.9M | 21k | 87.39 |
| 2021-12-31 | $2.6M | 26k | 98.14 |
| 2021-09-30 | $2.6M | 26k | 97.32 |
| 2021-06-30 | $6.8M | 74k | 91.69 |
| 2021-03-31 | $6.3M | 81k | 77.67 |
| 2020-12-31 | $8.9M | 130k | 68.53 |
| 2020-09-30 | $5.8M | 120k | 48.35 |
| 2020-06-30 | $4.0M | 83k | 48.31 |