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Morgan Stanley shares owned by Johnson & White Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Johnson & White Wealth Management from 13F filings

Historical chart of Johnson & White Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Johnson & White Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Johnson & White Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $868k 5.5k 158.95
2025-06-30 $765k 5.4k 140.94
2025-03-31 $565k 4.8k 116.57
2024-12-31 $597k 4.8k 124.82
2022-12-31 $666k 3.7k 179.56

More positions owned by Johnson & White Wealth Management

Invesco Exch Traded Fd Tr Ii Rafi Dvlpd Mrkts (PXF)
Invesco Exchange Traded Fd T Rafi Us 1500 (PRFZ)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Ishares Tr Intl Sel Div Etf (IDV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
NVIDIA Corporation (NVDA)
Ishares Tr Core Div Grwth (DGRO)
Invesco Exch Traded Fd Tr Ii Rafi Emrgng Mrkt (PXH)
Pimco Etf Tr Multisector Bd (PYLD)
Invesco Exch Traded Fd Tr Ii S&p Intl Low (IDLV)
Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Apple (AAPL)
Broadcom (AVGO)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)

View all positions for Johnson & White Wealth Management

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