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Morgan Stanley shares owned by Joseph Group Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Joseph Group Capital Management from 13F filings

Historical chart of Joseph Group Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Joseph Group Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Joseph Group Capital Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $25k 138 177.53

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Schwab Strategic Tr Us Tips Etf (SCHP)
Financial Invs Tr Corecommodity Na (CCNR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Wisdomtree Tr Glb High Div Fd (DEW)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exchange Traded Fd T S&p500 Eql Fin (RSPF)
Lam Research Corporation
Parker-Hannifin Corporation (PH)
Alphabet Cap Stk Cl A (GOOGL)
Visa Com Cl A (V)
Apple (AAPL)

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Top funds holding Morgan Stanley

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