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Morgan Stanley shares owned by 55 North Private Wealth

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by 55 North Private Wealth from 13F filings

Historical chart of 55 North Private Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by 55 North Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by 55 North Private Wealth

Quarter filed Position value Share count Share price at filing
2026-03-31 $475k 2.9k 164.56
2025-12-31 $504k 2.8k 177.51

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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
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American Centy Etf Tr Intl Eqt Etf (AVDE)
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NVIDIA Corporation (NVDA)
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Apple (AAPL)
Ishares U S Etf Tr Short Maturity M (MEAR)
Microsoft Corporation (MSFT)

View all positions for 55 North Private Wealth

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley