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Morgan Stanley shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Leo Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 2.1k 158.99
2025-06-30 $304k 2.2k 140.89
2024-12-31 $226k 1.8k 125.74

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Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
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American Centy Etf Tr Us Eqt Etf (AVUS)
Wisdomtree Tr Floatng Rat Trea (USFR)
Amazon (AMZN)
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Ishares Tr 7-10 Yr Trsy Bd (IEF)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Blackrock (BLK)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)

View all positions for Leo Wealth

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