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Morgan Stanley shares owned by Brio Consultants

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Brio Consultants from 13F filings

Historical chart of Brio Consultants investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Brio Consultants consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Brio Consultants

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 1.2k 189.25

More positions owned by Brio Consultants

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Spdr Index Shs Fds State Street Spd (SPEM)
Spdr Series Trust State Stret Spdr (TIPX)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr Us Infrastruc (IFRA)

View all positions for Brio Consultants

Top funds holding Morgan Stanley

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Bank of America Corporation
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View all funds holding Morgan Stanley