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Morgan Stanley shares owned by Independent Wealth Network

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

Historical chart of Independent Wealth Network investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Independent Wealth Network

Quarter filed Position value Share count Share price at filing
2026-06-30 $208k 994 208.94
2021-09-30 $213k 2.1k 102.70

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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