Channel Wealth »

Morgan Stanley shares owned by Channel Wealth

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

Historical chart of Channel Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Channel Wealth 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 Channel Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.6k 158.96
2025-06-30 $226k 1.6k 140.86
2024-12-31 $201k 1.6k 125.72

More positions owned by Channel Wealth

Angel Oak Funds Trust Income Etf (CARY)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Thornburg Etf Tr Intl Equity Etf (TXUE)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Acwi Etf (ACWI)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Global X Fds Adaptive Us (AUSF)
Eli Lilly & Co. (LLY)
Select Sector Spdr Tr Financial (XLF)
Janus Detroit Str Tr Henderson Securi (JSI)

View all positions for Channel Wealth

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