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Morgan Stanley shares owned by Beto Financial Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Beto Financial Group from 13F filings

Historical chart of Beto Financial Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Beto Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Beto Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $210k 1.1k 185.10

More positions owned by Beto Financial Group

Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 500 Grwt Etf (IVW)
Capital Grp Fixed Incm Etf T Municipal Income (CGMU)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p Mcp Etf (IJH)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr U.s. Real Es Etf (IYR)
Ishares Core Msci Emkt (IEMG)
First Tr Exchange Traded Tech Alphadex (FXL)

View all positions for Beto Financial Group

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
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley