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Morgan Stanley shares owned by Colton Groome Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Colton Groome Financial Advisors from 13F filings

Historical chart of Colton Groome Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Colton Groome Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Colton Groome Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 1.0k 209.00

More positions owned by Colton Groome Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Physical Gold Unit (AAAU)
Apple (AAPL)
Select Sector Spdr Tr St Str Discr Etf (XLY)
Ishares Tr A Rate Cp Bd Etf (QLTA)
Select Sector Spdr Tr St Str Techn Etf (XLK)
Microsoft Corporation (MSFT)
Kla Corp Com New (KLAC)
Spdr Series Trust ST STR SP600 SML (SPSM)
Select Sector Spdr Tr St Str Svc Etf (XLC)

View all positions for Colton Groome Financial Advisors

Top funds holding Morgan Stanley

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FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley