Morgan Stanley shares owned by Williams Jones Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Williams Jones Wealth Management
from 13F filings
Historical chart of Williams Jones Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Williams Jones Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 15k | 158.96 |
| 2025-06-30 | $2.1M | 15k | 140.86 |
| 2025-03-31 | $1.8M | 15k | 116.67 |
| 2024-12-31 | $1.9M | 15k | 125.72 |
| 2024-09-30 | $1.7M | 16k | 104.24 |
| 2024-06-30 | $1.7M | 17k | 97.19 |
| 2024-03-31 | $1.6M | 17k | 94.16 |
| 2023-09-30 | $1.9M | 23k | 81.67 |
| 2023-06-30 | $2.2M | 26k | 85.40 |
| 2023-03-31 | $3.5M | 39k | 87.80 |
| 2022-12-31 | $3.2M | 38k | 85.02 |
| 2022-09-30 | $3.0M | 38k | 79.02 |
| 2022-06-30 | $2.5M | 33k | 76.07 |
| 2022-03-31 | $2.4M | 28k | 87.39 |
| 2021-12-31 | $3.3M | 33k | 98.16 |
| 2021-09-30 | $3.1M | 32k | 97.32 |
| 2021-06-30 | $3.0M | 32k | 91.68 |
| 2021-03-31 | $2.2M | 28k | 77.65 |
| 2020-12-31 | $1.2M | 18k | 68.56 |
| 2020-09-30 | $419k | 8.7k | 48.33 |
| 2020-06-30 | $506k | 11k | 48.33 |
More positions owned by Williams Jones Wealth Management
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