Morgan Stanley shares owned by Winthrop Advisory Group
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Winthrop Advisory Group
from 13F filings
Historical chart of Winthrop Advisory Group investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Winthrop Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Morgan Stanley by Winthrop Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $399k | 2.5k | 158.95 |
| 2025-06-30 | $363k | 2.6k | 140.87 |
| 2025-03-31 | $325k | 2.8k | 116.66 |
| 2023-12-31 | $208k | 2.2k | 93.25 |
| 2023-06-30 | $216k | 2.5k | 85.42 |
| 2023-03-31 | $205k | 2.3k | 87.80 |