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Managed Portfolio Ser shares owned by Morgan Stanley

Quarter-by-quarter ownership of Managed Portfolio Ser (KHPI) shares owned by Morgan Stanley from 13F filings

Historical chart of Morgan Stanley investment in Managed Portfolio Ser

Tip: Access up to 7 years of quarterly data

All positions including Managed Portfolio Ser held by Morgan Stanley consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Managed Portfolio Ser by Morgan Stanley

Quarter filed Position value Share count Share price at filing
2025-06-30 $1.6k 62 25.27

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Top funds holding Managed Portfolio Ser

LPL Financial
Heritage Oak Wealth Advisors
Armis Advisers
Kestra Advisory Services
Prospera Financial Services
Apollon Wealth Management
United Advisor Group
CoreCap Advisors
Atria Investments
Money Concepts Capital Corp
HFG Wealth Management
Envestnet Asset Management
Cambridge Investment Research Advisors
Arete Wealth Advisors
Sigma Planning

View all funds holding Managed Portfolio Ser