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Morgan Stanley shares owned by Discipline Wealth Solutions

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

Historical chart of Discipline Wealth Solutions investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2026-03-31 $308k 1.9k 164.53

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core Us Aggbd Et (AGG)
Direxion Shares Etf Trust Direxion Hcm (HCMT)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Value Etf (VTV)

View all positions for Discipline Wealth Solutions

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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FMR
Fisher Investments
Capital Research and Management Company - Division 3
Goldman Sachs Group
Wellington Management Company
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley