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Morgan Stanley shares owned by Grunden Financial Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Grunden Financial Advisory from 13F filings

Historical chart of Grunden Financial Advisory investment in Morgan Stanley

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All positions including Morgan Stanley held by Grunden Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Grunden Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $277k 1.7k 158.96
2025-06-30 $245k 1.7k 140.86
2025-03-31 $203k 1.7k 116.67
2024-12-31 $219k 1.7k 125.72

More positions owned by Grunden Financial Advisory

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Intl High Profit (DIHP)
Texas Instruments Incorporated (TXN)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)

View all positions for Grunden Financial Advisory

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley