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Morgan Stanley shares owned by Athena Investment Management

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

Historical chart of Athena Investment Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Athena Investment Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $206k 2.0k 104.24

More positions owned by Athena Investment Management

Schwab U.S. Large-Cap ETF Us Lrg Cap Etf (SCHX)
Schwab U.S. Small-Cap ETF Us Sml Cap Etf (SCHA)
Schwab International Equity ETF Intl Eqty Etf (SCHF)
Unitedhealth Group
Microsoft Corporation (MSFT)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
Schwab U.S. Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Pepsi (PEP)
Home Depot (HD)
Abbvie (ABBV)
Schwab U.S. Mid-Cap ETF Us Mid-cap Etf (SCHM)
AFLAC Incorporated (AFL)
iShares Russell 2000 Index Russell 2000 Etf (IWM)
Raytheon Technologies Corp (RTX)

View all positions for Athena Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley