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Morgan Stanley shares owned by Kathmere Capital Management

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

Historical chart of Kathmere Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Kathmere Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $243k 2.3k 104.24

More positions owned by Kathmere Capital Management

Ishares Tr Msci Usa Value (VLUE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Ishares Tr Ibonds Dec25 Etf (IBDQ)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Msci Intl Vlu Ft (IVLU)
Apple (AAPL)

View all positions for Kathmere Capital Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
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Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
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View all funds holding Morgan Stanley