Cardinal Point Capital Management, ULC »

Morgan Stanley shares owned by Cardinal Point Capital Management, ULC

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Cardinal Point Capital Management, ULC from 13F filings

Historical chart of Cardinal Point Capital Management, ULC investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Cardinal Point Capital Management, ULC consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Cardinal Point Capital Management, ULC

Quarter filed Position value Share count Share price at filing
2025-09-30 $390k 2.5k 155.11
2025-06-30 $359k 2.5k 140.86
2025-03-31 $307k 2.6k 116.67
2024-12-31 $339k 2.7k 125.72
2024-09-30 $272k 2.6k 104.24

More positions owned by Cardinal Point Capital Management, ULC

Vanguard Index Fds Total Stk Mkt (VTI)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Rbc Cad (RY)
Pimco Etf Tr Multisector Bd (PYLD)
Alphabet Cap Stk Cl C (GOOG)
Toronto Dominion Bk Ont Com New (TD)
Ishares Gold Tr Ishares New (IAU)

View all positions for Cardinal Point Capital Management, ULC

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley