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Morgan Stanley shares owned by Confluence Wealth Services

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

Historical chart of Confluence Wealth Services investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Confluence Wealth Services

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$268k	1.5k	177.53
2025-09-30	$215k	1.4k	158.96
2025-06-30	$203k	1.4k	140.86
2021-12-31	$55k	568	96.83

More positions owned by Confluence Wealth Services

Capital Group Divid Value Etf Shs Creation Unit Shs Creation Uni (CGDV)

Vanguard Dividend Appreciation Etf Div App Etf (VIG)

Ishares Tr Rus 1000 Grw Etf Rus 1000 Grw Etf (IWF)

Jpmorgan Equity Premium Income Etf Equity Premium (JEPI)

Vanguard International High Dividend Yield Etf Intl High Etf (VYMI)

Dimensional International Value Etf Internatnal Val (DFIV)

Ishares Tr Core Div Grwth Core Div Grwth (DGRO)

Dimensional U.s. Small Cap Etf Us Small Cap Etf (DFAS)

Capital Group Divid Growers Etf Shs Etf (CGDG)

Jpmorgan Core Plus Bond Etf Core Plus Bd Etf (JCPB)

Pimco Multisector Bond Active Exchange-traded Fund Multisector Bd (PYLD)

Ishares Tr Msci Eafe Etf Msci Eafe Etf (EFA)

Dimensional World Ex U.s. Core Equity 2 Etf World Ex Us Core (DFAX)

Capital Group Intl Focus Shs Creation Unit Shs Creation Uni (CGXU)

Capital Group Growth Etf Shs Creation Unit Shs Creation Uni (CGGR)

View all positions for Confluence Wealth Services

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View all funds holding Morgan Stanley

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