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Morgan Stanley shares owned by HTG Investment Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by HTG Investment Advisors from 13F filings

Historical chart of HTG Investment Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by HTG Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 1.6k 164.57

More positions owned by HTG Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Us Eqt Etf (AVUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Dimensional Etf Trust World Ex Us Core (DFAX)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Cbre Group Cl A (CBRE)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Vanguard Index Fds Growth Etf (VUG)

View all positions for HTG Investment Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley