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Morgan Stanley shares owned by Breakwater Investment Management

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

Historical chart of Breakwater Investment Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Breakwater Investment Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $8.8k 42 209.05
2026-03-31 $27k 162 164.57
2025-12-31 $6.0k 34 177.56
2025-09-30 $5.4k 34 158.97

More positions owned by Breakwater Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr Series Trust ST STR PR SP1500 (SPTM)
Microsoft Corporation (MSFT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Core Bond Etf (SCCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Breakwater Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley