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Morgan Stanley shares owned by Wharton Business Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wharton Business Group from 13F filings

Historical chart of Wharton Business Group investment in Morgan Stanley

2014201620182020202220240.2M0.4M0.6M0.8M1M10k20k30k40k
Value ($)Share countHistorical MS position of Wharton Business Group Source: stockzoa.comValue ($)Share count

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Quarterly reported holdings in Morgan Stanley by Wharton Business Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $693k 6.6k 104.23
2024-06-30 $563k 5.8k 97.25
2024-03-31 $545k 5.8k 94.14
2023-12-31 $554k 5.9k 93.28
2023-09-30 $485k 5.9k 81.66
2023-06-30 $514k 6.0k 85.33
2023-03-31 $528k 6.0k 87.65
2022-12-31 $538k 6.3k 85.01
2022-09-30 $500k 6.3k 79.00
2022-06-30 $481k 6.3k 76.00
2022-03-31 $649k 6.6k 98.13
2021-12-31 $649k 6.6k 98.13
2021-06-30 $638k 7.0k 91.68
2021-03-31 $540k 7.0k 77.60
2020-12-31 $540k 7.9k 68.59
2020-09-30 $381k 7.9k 48.39
2020-06-30 $364k 7.5k 48.30
2019-12-31 $293k 5.7k 51.07
2019-09-30 $245k 5.7k 42.71
2019-06-30 $258k 5.9k 43.83
2019-03-31 $248k 5.9k 42.13
2018-12-31 $233k 5.9k 39.58
2018-09-30 $274k 5.9k 46.54
2018-06-30 $279k 5.9k 47.39
2018-03-31 $341k 6.3k 54.01
2017-12-31 $336k 6.4k 52.43
2017-09-30 $309k 6.4k 48.21
2017-06-30 $303k 6.8k 44.60
2017-03-31 $291k 6.8k 42.83
2016-12-31 $352k 8.3k 42.29
2016-09-30 $801k 25k 32.05
2016-06-30 $717k 28k 25.98
2016-03-31 $648k 26k 25.02
2015-12-31 $824k 26k 31.81
2015-09-30 $816k 26k 31.50
2015-06-30 $1.0M 26k 38.80
2015-03-31 $924k 26k 35.67
2014-12-31 $1.0M 26k 38.81
2014-09-30 $891k 26k 34.58
2014-06-30 $833k 26k 32.33
2014-03-31 $880k 28k 31.16
2013-12-31 $956k 31k 31.37
2013-09-30 $1.0M 38k 26.96
2013-06-30 $1.1M 44k 24.44