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Morgan Stanley shares owned by Collaborative Capital Advisors

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

Historical chart of Collaborative Capital Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Collaborative Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $323k 1.5k 209.04

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View all positions for Collaborative Capital Advisors

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
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley