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Morgan Stanley shares owned by Bordeaux Wealth Advisors

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

Historical chart of Bordeaux Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Bordeaux Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $260k 2.5k 104.24

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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