OWP
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Obermeyer Wealth Partners’s Morgan Stanley MS Stock Holding History

Obermeyer Wealth Partners’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$354K Buy
2,510
+146
+6% +$20.6K 0.02% 196
2025
Q1 		$276K Buy
2,364
+253
+12% +$29.5K 0.01% 214
2024
Q4 		$265K Buy
2,111
+54
+3% +$6.79K 0.01% 220
2024
Q3 		$214K Buy
+2,057
New +$214K 0.01% 242