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Morgan Stanley shares owned by Fortitude Family Office

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Fortitude Family Office from 13F filings

Historical chart of Fortitude Family Office investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Fortitude Family Office consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Fortitude Family Office

Quarter filed Position value Share count Share price at filing
2024-12-31 $84k 671 125.72
2024-09-30 $69k 658 104.24
2024-06-30 $41k 418 97.19
2024-03-31 $39k 418 94.16
2023-12-31 $39k 418 93.25

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Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Ishares Core S&p Small Cap Etf Etf (IJR)
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Ishares Tips Bond Etf Etf (TIP)
Dimensional Inflation-protected Securities Etf Etf (DFIP)
Avantis International Small Cap Value Etf Etf (AVDV)
Kkr & Co Stock (KKR)

View all positions for Fortitude Family Office

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Bank of America Corporation
Capital Research Global Investors
Wellington Management Company
Massachusetts Financial Services
UBS Group
Norges Bank Investment Management

View all funds holding Morgan Stanley