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Morgan Stanley shares owned by Commonwealth Financial Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Commonwealth Financial Services from 13F filings

Historical chart of Commonwealth Financial Services investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Commonwealth Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Commonwealth Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $221k 1.4k 158.96

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
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First Tr Exchng Traded Fd Vi Ft Vest Us Equit (UXOC)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Intermediate Gov (MGOV)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Ea Series Trust Us Quan Momentum (QMOM)
Ea Series Trust Freedom 100 Em (FRDM)
NVIDIA Corporation (NVDA)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Microsoft Corporation (MSFT)
Ishares Tr Ibds Dec28 Etf (IBDT)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Commonwealth Financial Services

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