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Morgan Stanley shares owned by Clark Asset Management

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

Historical chart of Clark Asset Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Clark Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 996 209.04

More positions owned by Clark Asset Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
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Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
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View all positions for Clark Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley