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Morgan Stanley shares owned by Marquette Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Marquette Asset Management from 13F filings

Historical chart of Marquette Asset Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Marquette Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Marquette Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 118 158.97
2023-09-30 $13k 155 81.67
2023-06-30 $13k 155 85.40
2022-06-30 $1.0k 8 125.00
2022-03-31 $1.0k 8 125.00
2019-03-31 $6.0k 140 42.86

More positions owned by Marquette Asset Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Rus 1000 Grw Etf (IWF)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Russell 2000 Etf (IWM)
Dimensional Etf Trust Us Small Cap Val (DFSV)

View all positions for Marquette Asset Management

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