Morgan Stanley shares owned by Wealthtrust Axiom
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wealthtrust Axiom
from 13F filings
Historical chart of Wealthtrust Axiom investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Wealthtrust Axiom consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Wealthtrust Axiom
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $281k | 1.8k | 158.96 |
| 2025-06-30 | $249k | 1.8k | 140.86 |
| 2025-03-31 | $207k | 1.8k | 116.67 |
| 2024-12-31 | $223k | 1.8k | 125.72 |