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Morgan Stanley shares owned by Garrett Wealth Advisory Group

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

Historical chart of Garrett Wealth Advisory Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Garrett Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 1.1k 209.04
2019-09-30 $4.2k 99 42.67

More positions owned by Garrett Wealth Advisory Group

Energy Transfer Com Ut Ltd Ptn (ET)
Wisdomtree Tr Us Largecap Fund (EPS)
Spdr Series Trust ST STR P500GRW (SPYG)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
John Hancock Exchange Traded Multifactor Mi (JHMM)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Spdr Series Trust ST STR SP600 SML (SPSM)
Capital Group New Geography SHS (CGNG)
J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO)
American Centy Etf Tr Avantis Core Fi (AVIG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Morgan Stanley Etf Trust Eaton Vance Shrt (EVSM)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Msci Usa Min Etf (USMV)

View all positions for Garrett Wealth Advisory Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley