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Morgan Stanley shares owned by Financial Network Wealth Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Financial Network Wealth Advisors from 13F filings

Historical chart of Financial Network Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Financial Network Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Financial Network Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $61k 383 158.96
2025-06-30 $50k 356 140.86
2025-03-31 $42k 356 116.67
2024-12-31 $35k 281 125.72
2024-09-30 $57k 545 104.24
2024-06-30 $47k 484 97.19

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust High Yld Munietf (HYD)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
McDonald's Corporation (MCD)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)

View all positions for Financial Network Wealth 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