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Morgan Stanley shares owned by Ellenbecker Investment Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Ellenbecker Investment Group from 13F filings

Historical chart of Ellenbecker Investment Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Ellenbecker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Ellenbecker Investment Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $216k 1.0k 209.22

More positions owned by Ellenbecker Investment Group

Ishares Tr Core S&p 500 Etf (IVV)
Ishares Tr Core Us Aggbd Etf (AGG)
Vanguard Intl Equity Index F Ftse Dev Mkt Etf (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Small Cp Etf (VB)
Pimco Multisector Bd Active Etf (PYLD)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust S&p 400 Mid Cap Etf (SPMD)
Ishares Tr Aggres Alloc Etf (AOA)
Apple (AAPL)
Ishares Tr Grwt Allocat Etf (AOR)
Ishares Tr Core S&p Scp Etf (IJR)
Pgim Investments Active High Yld Bd Etf (PHYL)
Spdr Series Trust S&p 500 Etf (SPY)

View all positions for Ellenbecker Investment Group

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