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Morgan Stanley shares owned by Cottonwood Capital Advisors

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

Historical chart of Cottonwood Capital Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Cottonwood Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 1.1k 208.96

More positions owned by Cottonwood Capital Advisors

Ishares Tr U.s. Tech Etf (IYW)
Ishares Tr Ishares Semicdtr (SOXX)
Trust For Professional Man Convergence Lng (CLSE)
Flexshares Tr Discp Dur Mbs (MBSD)
Ishares Tr Us Aer Def Etf (ITA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr High Yld Systm B (HYDB)
Ishares Tr Us Home Cons Etf (ITB)
First Tr Exchange-traded A Com Shs (FTA)
Ishares Tr Us Consum Discre (IYC)
First Tr Exchange Traded Nasd Tech Div (TDIV)
Ishares Tr Expanded Tech (IGV)
Ishares Tr Us Br Del Se Etf (IAI)
First Tr Exchange-traded SHS (FVD)
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)

View all positions for Cottonwood Capital Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
FMR
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Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
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View all funds holding Morgan Stanley