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Morgan Stanley shares owned by Johanson Financial Advisors

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

Historical chart of Johanson Financial Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Johanson Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-12-31 $444k 4.5k 98.08
2021-09-30 $352k 3.6k 97.35

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Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds High Div Yld (VYM)
Microsoft Corporation (MSFT)
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Ishares Tr Blackrock Ultra (ICSH)
UnitedHealth (UNH)
Alphabet Cap Stk Cl A (GOOGL)
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Ishares Tr Ishs 1-5yr Invs (IGSB)
Mastercard Incorporated Cl A (MA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST)

View all positions for Johanson Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley