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Morgan Stanley shares owned by Fi3 FINANCIAL ADVISORS

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Fi3 FINANCIAL ADVISORS from 13F filings

Historical chart of Fi3 FINANCIAL ADVISORS investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Fi3 FINANCIAL ADVISORS consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Fi3 FINANCIAL ADVISORS

Quarter filed Position value Share count Share price at filing
2025-09-30 $399k 2.5k 158.95
2025-06-30 $340k 2.4k 140.85
2025-03-31 $294k 2.5k 116.65
2024-12-31 $312k 2.5k 125.72
2024-09-30 $270k 2.6k 104.24

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iShares Core S&P Small Cap ETF Etf (IJR)
SPDR S&P 500 ETF Trust Etf (SPY)
Eli Lilly & Co Common Stock (LLY)
Schwab US TIPS ETF Etf (SCHP)
Apple Common Stock (AAPL)
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Vanguard Small-Cap Index Fund ETF Etf (VB)
Hillenbrand Common Stock (HI)
Nvidia Corporation Common Stock (NVDA)
Microsoft Common Stock (MSFT)
iShares MSCI EAFE ETF Etf (EFA)
iShares Core MSCI EAFE ETF Etf (IEFA)
Amazon.Com Common Stock (AMZN)

View all positions for Fi3 FINANCIAL ADVISORS

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley