Legacy Capital Wealth Partners »

Morgan Stanley shares owned by Legacy Capital Wealth Partners

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Legacy Capital Wealth Partners from 13F filings

Historical chart of Legacy Capital Wealth Partners investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Legacy Capital Wealth Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Legacy Capital Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $299k 1.9k 158.94
2025-06-30 $239k 1.7k 140.84

More positions owned by Legacy Capital Wealth Partners

Wal-Mart Stores (WMT)
J.B. Hunt Transport Services (JBHT)
Tesla Motors (TSLA)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUN)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Gap (GAP)
Invesco Exchange Traded Fd T Buyback Achiev (PKW)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
Apple (AAPL)

View all positions for Legacy Capital Wealth Partners

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
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley