Morgan Stanley shares owned by Zhang Financial
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Zhang Financial
from 13F filings
Historical chart of Zhang Financial investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Zhang Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 6.7k | 158.96 |
| 2025-06-30 | $896k | 6.4k | 140.86 |
| 2025-03-31 | $386k | 3.3k | 116.65 |
| 2024-12-31 | $453k | 3.6k | 125.72 |
| 2024-09-30 | $314k | 3.0k | 104.24 |
| 2024-06-30 | $301k | 3.1k | 97.19 |
| 2024-03-31 | $285k | 3.0k | 94.17 |
| 2023-12-31 | $282k | 3.0k | 93.26 |
| 2023-06-30 | $224k | 2.6k | 85.40 |