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Morgan Stanley shares owned by Heritage Family Offices

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

Historical chart of Heritage Family Offices investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2026-03-31 $235k 1.4k 164.57

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Top funds holding Morgan Stanley

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