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Morgan Stanley shares owned by Act Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Act Wealth Management from 13F filings

Historical chart of Act Wealth Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Act Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Act Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $251k 1.4k 177.53

More positions owned by Act Wealth Management

Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Rus 1000 Etf (IWB)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T Large Cap Growth (PWB)
Ishares Jp Mrg Em Crp Bd (CEMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Hdg Msci Eafe (HEFA)
Vanguard Index Fds Real Estate Etf (VNQ)
Select Sector Spdr Tr State Street Fin (XLF)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr State Street Ene (XLE)
Apple (AAPL)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Exxon Mobil Corporation (XOM)

View all positions for Act Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
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Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley