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Morgan Stanley shares owned by Alteri Wealth

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

Historical chart of Alteri Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Alteri Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $366M 2.3k 158988.27
2025-06-30 $321M 2.3k 140854.19
2025-03-31 $256M 2.2k 116683.23

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Top funds holding Morgan Stanley

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

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