Foguth Wealth Management »

Morgan Stanley shares owned by Foguth Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Foguth Wealth Management from 13F filings

Historical chart of Foguth Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Foguth Wealth Management 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 Foguth Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $384k 1.8k 208.03

More positions owned by Foguth Wealth Management

Neos Etf Trust Neos S&p 500 Hi (SPYI)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr 20+ Year Tr Bd (TLTW)
Global X Fds Nasdaq 100 Cover (QYLD)
Global X Fds Superdividend (SDIV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Neos Etf Trust Nasdaq 100 High (QQQI)
Select Sector Spdr Tr State Street Tec (XLK)
Spdr Series Trust State Street Spd (SPYG)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr Core Divid Etf (DIVB)
Pgim Etf Tr Jennison Foc Val (PJFV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Foguth Wealth Management

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