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Morgan Stanley shares owned by Brady Martz Wealth Solutions

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Brady Martz Wealth Solutions from 13F filings

Historical chart of Brady Martz Wealth Solutions investment in Morgan Stanley

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All positions including Morgan Stanley held by Brady Martz Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Brady Martz Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 1.4k 164.57

More positions owned by Brady Martz Wealth Solutions

Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Intl Sec Dv Dog (IDOG)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Brady Martz Wealth Solutions

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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FMR
Fisher Investments
Capital Research and Management Company - Division 3
Goldman Sachs Group
Wellington Management Company
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley