Divergent Planning »

Morgan Stanley shares owned by Divergent Planning

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Divergent Planning from 13F filings

Historical chart of Divergent Planning investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Divergent Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Divergent Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $763k 4.2k 181.90

More positions owned by Divergent Planning

Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Janus Detroit Str Tr Henderson Mtg (JMBS)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Dimensional Etf Trust Core Fixed Incom (DFCF)
RBB Us Treas 3 Mnth (TBIL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)

View all positions for Divergent Planning

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley