Morgan Stanley shares owned by Xcel Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Xcel Wealth Management
from 13F filings
Historical chart of Xcel Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Xcel Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.8M | 49k | 158.96 |
| 2025-06-30 | $7.0M | 50k | 140.86 |
| 2025-03-31 | $5.8M | 50k | 116.67 |
| 2024-12-31 | $6.7M | 53k | 125.72 |
| 2024-09-30 | $6.1M | 58k | 104.24 |
| 2024-06-30 | $5.7M | 58k | 97.19 |
| 2024-03-31 | $5.6M | 59k | 94.16 |
| 2023-12-31 | $5.6M | 61k | 93.25 |
| 2023-09-30 | $3.6M | 45k | 81.67 |
| 2023-06-30 | $3.0M | 35k | 85.40 |
| 2023-03-31 | $3.0M | 34k | 87.80 |
| 2022-12-31 | $3.1M | 37k | 85.02 |
| 2022-09-30 | $3.6M | 45k | 79.01 |
| 2022-06-30 | $3.1M | 40k | 76.07 |
| 2022-03-31 | $3.3M | 38k | 87.40 |
| 2021-12-31 | $3.5M | 36k | 98.15 |
| 2021-09-30 | $2.4M | 25k | 97.31 |
| 2021-06-30 | $1.4M | 16k | 91.68 |
| 2021-03-31 | $1.2M | 16k | 77.64 |
| 2020-12-31 | $1.1M | 16k | 68.51 |
| 2020-09-30 | $768k | 16k | 48.30 |
| 2020-06-30 | $767k | 16k | 48.24 |
| 2020-03-31 | $477k | 14k | 33.98 |
| 2019-12-31 | $1.1M | 22k | 51.10 |
| 2019-09-30 | $940k | 22k | 42.66 |
| 2019-06-30 | $1.2M | 27k | 43.79 |
| 2019-03-31 | $1.2M | 29k | 42.18 |
| 2018-12-31 | $1.1M | 29k | 39.62 |
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