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Morgan Stanley shares owned by Concentrum Wealth Management

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

Historical chart of Concentrum Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $219k 1.0k 209.04

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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