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Morgan Stanley shares owned by Cm Wealth Advisors

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

Historical chart of Cm Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Cm Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Cm Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $281k 1.8k 158.96
2025-06-30 $249k 1.8k 140.86
2025-03-31 $206k 1.8k 116.67
2024-12-31 $222k 1.8k 125.72

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View all positions for Cm Wealth Advisors

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