Hofer & Associates »

Morgan Stanley shares owned by Hofer & Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Hofer & Associates from 13F filings

Historical chart of Hofer & Associates investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Hofer & Associates 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 Hofer & Associates

Quarter filed Position value Share count Share price at filing
2026-06-30 $235M 1.1k 209074.73

More positions owned by Hofer & Associates

Spdr Series Trust ST STR P500GRW (SPYG)
Spdr Series Trust St Str Blo 1 Etf (BIL)
Spdr Series Trust St Str P500val (SPYV)
Vanguard Index Fds Growth Etf (VUG)
Amgen (AMGN)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ssga Active Tr St Str Total Etf (STOT)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Hofer & Associates

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
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