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Morgan Stanley shares owned by Apella Capital

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

Historical chart of Apella Capital investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Apella Capital

Quarter filed Position value Share count Share price at filing
2025-09-30 $555k 3.5k 160.02
2025-06-30 $429k 3.0k 143.74
2025-03-31 $316k 2.8k 111.69

More positions owned by Apella Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard World Mega Cap Index (MGC)

View all positions for Apella Capital

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley