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Morgan Stanley shares owned by Financial Plan

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

Historical chart of Financial Plan investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Financial Plan

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 992 209.04

More positions owned by Financial Plan

American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Shor Dur Fix Etf (DFSD)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Real Estate Etf (AVRE)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Series Trust St Str Backe Etf (SPMB)
Dimensional Etf Trust Ultr Fix Inc Etf (DUSB)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixe In Etf (DFCF)

View all positions for Financial Plan

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