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Morgan Stanley shares owned by Allied Private Wealth

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

Historical chart of Allied Private Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Allied Private Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $311k 1.4k 218.22

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Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley