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Morgan Stanley shares owned by Invst

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

Historical chart of Invst investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Invst

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 988 209.08
2021-09-30 $423k 4.3k 97.33
2021-06-30 $372k 4.1k 91.20
2021-03-31 $258k 3.1k 82.43

More positions owned by Invst

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core Univrsl Usd (IUSB)
Ishares Tr Msci Usa Mmentm (MTUM)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ea Series Trust Freedom 100 Em (FRDM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Invst

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