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Morgan Stanley shares owned by Financial Security Advisor

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

Historical chart of Financial Security Advisor investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Financial Security Advisor

Quarter filed Position value Share count Share price at filing
2024-03-31 $231k 2.5k 94.17
2023-12-31 $224k 2.4k 93.24

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Capital Group Growth ETF Exchange Traded Fund (CGGR)
Invesco S&P 500 Pure Growth ETF Exchange Traded Fund (RPG)
SPDR Portfolio S&P 600 Sm Cap ETF Exchange Traded Fund (SPSM)
Berkshire Hathaway Inc Cl B Common Stock (BRK.B)
Wisdomtree Floating Rate Treasury Fund Exchange Traded Fund (USFR)
Microsoft Corp Common Stock (MSFT)
Apple Common Stock (AAPL)
JPMorgan Ultra-Short Income ETF Exchange Traded Fund (JPST)
Johnson & Johnson Common Stock (JNJ)
SPDR S&P 600 Small Cap Growth ETF Exchange Traded Fund (SLYG)
Alphabet Inc Cl A Common Stock (GOOGL)
Exxon Mobil Corp Common Stock (XOM)
McDonalds Corp Common Stock (MCD)
Cisco Systems Common Stock (CSCO)
SPDR Portfolio S&P 500 ETF Exchange Traded Fund (SPLG)

View all positions for Financial Security Advisor

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley