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Morgan Stanley shares owned by Kathleen S. Wright Associates

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Kathleen S. Wright Associates from 13F filings

Historical chart of Kathleen S. Wright Associates investment in Morgan Stanley

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All positions including Morgan Stanley held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Kathleen S. Wright Associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $18k 192 94.16
2023-12-31 $18k 192 93.25

More positions owned by Kathleen S. Wright Associates

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Vanguard Index Fds Growth Etf (VUG)
Wisdomtree Tr Us Smallcap Fund (EES)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Msci Usa Min Vol (USMV)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ea Series Trust Us Quan Value (QVAL)
American Express Company (AXP)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Brookfield Corp Cl A Ltd Vt Sh (BN)

View all positions for Kathleen S. Wright Associates

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FMR
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View all funds holding Morgan Stanley