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Morgan Stanley shares owned by Kapstone Financial Advisors

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

Historical chart of Kapstone Financial Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $228k 1.1k 209.04

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

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