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Morgan Stanley shares owned by Consilio Wealth Advisors

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

Historical chart of Consilio Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $310k 2.0k 158.96
2025-06-30 $270k 1.9k 140.69

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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