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Morgan Stanley shares owned by Benchmark Financial Wealth Advisors

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

Historical chart of Benchmark Financial Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Benchmark Financial Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.0k 209.09

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View all positions for Benchmark Financial Wealth Advisors

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