Juncture Wealth Strategies »

Morgan Stanley shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $904k 4.3k 209.04

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Spdr Series Trust St Str Sp Div (SDY)
Global X Fds S&p 500 Covered (XYLD)
Spdr Series Trust St Str P500val (SPYV)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
Ishares Tr Msci Emg Mkt Etf (EEM)

View all positions for Juncture Wealth Strategies

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust
Massachusetts Financial Services

View all funds holding Morgan Stanley