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Morgan Stanley shares owned by Cannon Financial Strategists

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

Historical chart of Cannon Financial Strategists investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Cannon Financial Strategists

Quarter filed Position value Share count Share price at filing
2026-06-30 $239k 1.1k 209.04
2023-09-30 $822k 35k 23.33
2022-03-31 $218k 1.1k 202.24
2021-09-30 $289k 1.8k 160.23

More positions owned by Cannon Financial Strategists

Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Series Trust ST STR SP600SM C (SLYV)
Spdr Series Trust ST STR P500GRW (SPYG)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust St Str Tips Etf (SPIP)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Jpmorgan Usd Emg (EMB)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Ishares Tr Cre U S Reit Etf (USRT)
Ishares Tr Ultra Short Dur (ICSH)

View all positions for Cannon Financial Strategists

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