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Morgan Stanley shares owned by Financial Partners Group

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

Historical chart of Financial Partners Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Financial Partners Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $231k 1.1k 209.13

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Ishares Tr Core S&p500 Etf (IVV)
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State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr S&p 100 Etf (OEF)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Ishares Semicdtr (SOXX)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Us Vlu (IUSV)
First Tr Exch Traded Fd Iii Muni Hi Incm Etf (FMHI)

View all positions for Financial Partners Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley