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Morgan Stanley shares owned by Diversify Wealth Management

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

Historical chart of Diversify Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $697k 5.9k 118.29
2024-06-30 $487k 5.3k 92.06

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley