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Morgan Stanley shares owned by J.Safra Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by J.Safra Asset Management from 13F filings

Historical chart of J.Safra Asset Management investment in Morgan Stanley

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All positions including Morgan Stanley held by J.Safra Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by J.Safra Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $217k 1.2k 177.53
2025-06-30 $123k 870 140.86
2025-03-31 $102k 870 116.67
2024-12-31 $123k 980 125.75
2024-09-30 $59k 568 104.11
2024-06-30 $55k 568 97.19
2022-03-31 $0 86 0.00
2016-06-30 $355k 14k 26.00
2016-03-31 $1.4M 55k 25.01
2015-12-31 $3.8M 119k 31.81

More positions owned by J.Safra Asset Management

Invesco Qqq Tr Unit Ser 1 Unit (QQQ)
Select Sector Spdr Trust State Street Technology Select Sector Spdr Etf Technology (XLK)
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Select Sector Spdr Trust State Street Communication Services Select Sctr Spdr Etf Communication (XLC)
Listed Funds Trust Roundhill Magnificent Seven Etf Roundhill Magnif (MAGS)
Select Sector Spdr Trust State Street Financial Select Sector Spdr Etf Financial (XLF)
Ishares Msci All Country Asia Ex Japan Index Fund Msci Ac Asia Etf (AAXJ)
Vanguard Intl Equity Ind Fd Ftse All World Ex Us Fd Etf Allwrld Ex Us (VEU)
Select Sector Spdr Trust State Street Energy Select Sector Spdr Etf Energy (XLE)
Select Sector Spdr Trust State Street Health Care Select Sector Spdr Etf Sbi Healthcare (XLV)
Select Sector Spdr Trust State Street Industrial Select Sector Spdr Etf Indl (XLI)
State Street Spdr S&p 500 Etf Trust Units Etf Tr Unit (SPY)
Spdr Series Trust State Street Spdr S&p Dividend Etf S&P Divid EFT (SDY)
Spdr Series Trust State Street Spdr S&p Insurance Etf S&p Ins Etf (KIE)
Vaneck Etf Tr Vaneck Semiconductor Etf Semiconductr Etf (SMH)

View all positions for J.Safra Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley