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Morgan Stanley shares owned by Lineweaver Wealth Advisors

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

Historical chart of Lineweaver Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Lineweaver Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $236k 1.1k 209.03
2025-12-31 $257k 1.4k 177.54

More positions owned by Lineweaver Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Min Etf (USMV)
Apple (AAPL)
J P Morgan Exchange Traded F Income Etf (JPIE)
Blackrock Etf Trust Ii Isha Flex In Etf (BINC)
Blackrock Etf Trust Ishares Us Equit (DYNF)
J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE)
Dell Technologies CL C (DELL)
Broadcom (AVGO)
Ishares Tr Us Treas Bd Etf (GOVT)
Innovator Etfs Trust Us Eqty Pwr Buf (PJUN)

View all positions for Lineweaver Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
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