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Morgan Stanley shares owned by Fountainhead AM

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

Historical chart of Fountainhead AM investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Fountainhead AM

Quarter filed Position value Share count Share price at filing
2025-12-31 $127k 717 177.56

More positions owned by Fountainhead AM

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for Fountainhead AM

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley