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Morgan Stanley shares owned by Wedmont Private Capital

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wedmont Private Capital from 13F filings

Historical chart of Wedmont Private Capital investment in Morgan Stanley

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All positions including Morgan Stanley held by Wedmont Private Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wedmont Private Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 14k 155.96
2025-06-30 $1.9M 14k 141.55
2025-03-31 $1.3M 12k 108.12
2024-12-31 $1.5M 12k 123.45
2024-09-30 $1.2M 11k 107.64
2024-06-30 $1.0M 10k 104.09
2024-03-31 $798k 8.5k 94.08
2023-12-31 $715k 7.6k 93.51
2023-09-30 $866k 11k 79.91
2023-06-30 $1.0M 12k 85.78
2023-03-31 $916k 11k 84.00
2022-12-31 $845k 9.7k 87.56
2022-09-30 $628k 7.9k 79.02
2022-06-30 $451k 5.9k 76.12
2022-03-31 $442k 5.1k 87.37
2021-12-31 $621k 6.1k 102.59