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Morgan Stanley shares owned by High Note Wealth

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

Historical chart of High Note Wealth investment in Morgan Stanley

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All positions including Morgan Stanley held by High Note Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by High Note Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $33k 187 177.53
2025-09-30 $19k 117 158.96
2025-06-30 $16k 113 140.86
2025-03-31 $13k 115 116.67

More positions owned by High Note Wealth

Ishares Core S&p 500 Etf Etf (IVV)
Ishares Esg Aware Msci Eafe Etf Etf (ESGD)
Schwab U.s. Mid-cap Etf Etf (SCHM)
State Street Technology Select Sector Spdr Etf Etf (XLK)
Apple Stock (AAPL)
Xtrackers Msci Eafe Hedged Equity Etf Etf (DBEF)
State Street Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Vanguard Small-cap Etf Etf (VB)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Palantir Technologies Inc Cl A Stock (PLTR)
Freedom 100 Emerging Markets Etf Etf (FRDM)
Microsoft Corp Stock (MSFT)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Amazon Stock (AMZN)

View all positions for High Note Wealth

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