Financial Solutions Advisory Group »

Morgan Stanley shares owned by Financial Solutions Advisory Group

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

Historical chart of Financial Solutions Advisory Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Financial Solutions Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 1.2k 164.57

More positions owned by Financial Solutions Advisory Group

Spdr Series Trust State Street Spd (SPTS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Select Sector Spdr Tr State Street Tec (XLK)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Broadcom (AVGO)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)

View all positions for Financial Solutions Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley