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Holistic Financial Partners »

Morgan Stanley shares owned by Holistic Financial Partners

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

Historical chart of Holistic Financial Partners investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Holistic Financial Partners

Quarter filed	Position value	Share count	Share price at filing
2025-09-30	$283k	1.8k	158.96
2025-06-30	$241k	1.7k	140.86
2018-03-31	$46k	858	53.61
2017-12-31	$45k	858	52.45

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View all positions for Holistic Financial Partners

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