Morgan Stanley shares owned by WP Advisors
Historical chart of WP Advisors investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by WP Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by WP Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $278k | 1.7k | 158.96 |
| 2025-06-30 | $245k | 1.7k | 140.87 |
| 2024-12-31 | $212k | 1.7k | 125.71 |
| 2019-03-31 | $596k | 1.4k | 421.80 |
| 2018-09-30 | $84k | 1.8k | 45.77 |
| 2018-06-30 | $88k | 1.8k | 48.39 |