Drive Wealth Management »

Morgan Stanley shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Drive Wealth Management 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $239k 1.3k 178.17
2022-06-30 $286k 3.8k 76.06
2022-03-31 $387k 4.4k 87.40
2021-12-31 $366k 3.7k 98.23

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Betabuildrs Us (BBUS)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Applovin Corp Com Cl A (APP)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)
Vanguard Index Fds Mid Cap Etf (VO)
Amazon (AMZN)
J P Morgan Exchange Traded F Jpmorgam Ltd Dur (JPLD)
Alphabet Cap Stk Cl A (GOOGL)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Drive Wealth Management

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