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Morgan Stanley shares owned by Koss-Olinger Consulting

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Koss-Olinger Consulting from 13F filings

Historical chart of Koss-Olinger Consulting investment in Morgan Stanley

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All positions including Morgan Stanley held by Koss-Olinger Consulting consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Koss-Olinger Consulting

Quarter filed Position value Share count Share price at filing
2025-12-31 $354k 2.0k 177.35
2025-09-30 $281k 2.0k 140.78
2025-06-30 $281k 2.0k 140.86
2025-03-31 $233k 2.0k 116.68

More positions owned by Koss-Olinger Consulting

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)
Ishares Tr Broad Usd High (USHY)
Spdr Series Trust State Street Spd (SPMD)
Ishares Tr Eafe Grwth Etf (EFG)
Spdr Series Trust State Street Spd (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)
Ishares Tr Intrm Gov Cr Etf (GVI)
Vanguard Bd Index Fds Long Term Bond (BLV)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Koss-Olinger Consulting

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley