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Morgan Stanley shares owned by Falcon Wealth Planning

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

Historical chart of Falcon Wealth Planning investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Falcon Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $201k 1.3k 158.95

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
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FMR
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Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
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