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Morgan Stanley shares owned by Connecticut Wealth Management

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

Historical chart of Connecticut Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $500k 4.8k 104.24
2024-06-30 $487k 5.0k 97.18
2024-03-31 $423k 4.5k 94.16
2023-12-31 $514k 5.5k 93.24
2023-09-30 $599k 7.3k 81.67
2023-06-30 $248k 2.9k 85.40

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Morgan Stanley

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Capital Research and Management Company - Division 3
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Massachusetts Financial Services
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Capital Research Global Investors
T. Rowe Price Associates
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View all funds holding Morgan Stanley