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Morgan Stanley shares owned by LifeSteps Financial

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

Historical chart of LifeSteps Financial investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by LifeSteps Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $66k 314 209.04
2024-03-31 $59k 621 94.16

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View all positions for LifeSteps Financial

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust
Massachusetts Financial Services

View all funds holding Morgan Stanley