FSA Wealth Management »

Morgan Stanley shares owned by FSA Wealth Management

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

Historical chart of FSA Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by FSA 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 FSA Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $100k 957 104.29
2024-03-31 $46k 492 94.21
2023-12-31 $41k 445 92.13

More positions owned by FSA Wealth Management

Ishares Russell 1000 Growth Etf Equity (IWF)
Ishares Russell 1000 Value Etf Equity (IWD)
Vanguard Ftse Developed Markets Etf Equity (VEA)
Ishares Russell Mid Cap Growth Etf Equity (IWP)
Ishares Russell Mid Cap Value Etf Equity (IWS)
Ishares Russell 2000 Growth Etf Equity (IWO)
Ishares Russell 2000 Value Etf Equity (IWN)
Vanguard Ftse Emerging Markets Etf Equity (VWO)
Ishares Core Msci Totl Intl Stck Etf Equity (IXUS)
Apple Equity (AAPL)
Tesla Equity (TSLA)
Spdr S&p Dividend Etf Equity (SDY)
Microsoft Corp Equity (MSFT)
Spdr Portfolio S P 1500 Cmpst St Etf Equity (SPTM)
Casella Waste Sys Inc Class A Equity (CWST)

View all positions for FSA Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Bank of New York Mellon
T. Rowe Price Associates
Charles Schwab Investment Management
Invesco
Susquehanna International

View all funds holding Morgan Stanley