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Morgan Stanley shares owned by Fiduciary Wealth Partners

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

Historical chart of Fiduciary Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Fiduciary Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 1.6k 158.96

More positions owned by Fiduciary Wealth Partners

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Small Cap Etf Etf (VB)
Vanguard Mid Cap Etf Etf (VO)
Vanguard Intermediate-term Bond Etf (BIV)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Microsoft Stock (MSFT)
Ishares Russell 1000 Growth Etf Etf (IWF)
Ishares Russell 1000 Value Etf Etf (IWD)
Powershares Qqq Tr Etf (QQQ)
Ishares Russell 3000 Etf Etf (IWV)
Vanguard Tax-exempt Bond Etf Etf (VTEB)
Nvidia Corp Stock (NVDA)
Vanguard Ftse Emerging Markets Etf Etf (VWO)

View all positions for Fiduciary Wealth Partners

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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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