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Morgan Stanley shares owned by Kestra Investment Management

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

Historical chart of Kestra Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Kestra Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 1.2k 177.53
2025-06-30 $11k 94 116.67
2025-03-31 $11k 94 116.67
2024-12-31 $93k 741 125.75

More positions owned by Kestra Investment Management

Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core S&p Us Gwt (IUSG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Mid Cap Etf (VO)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl High Profit (DIHP)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Kestra Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley