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Morgan Stanley shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $750k 3.5k 213.96

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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
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley