Masso Torrence Wealth Management »

Morgan Stanley shares owned by Masso Torrence Wealth Management

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

Historical chart of Masso Torrence Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Masso Torrence Wealth Management 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 Masso Torrence Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $255k 1.6k 158.96
2025-06-30 $226k 1.6k 140.86
2024-12-31 $201k 1.6k 125.72
2023-09-30 $212k 2.6k 81.67
2023-06-30 $404k 4.7k 85.40
2023-03-31 $322k 3.7k 87.80
2022-12-31 $312k 3.7k 85.02
2021-12-31 $3.0k 32 93.75

More positions owned by Masso Torrence Wealth Management

NVIDIA Corporation (NVDA)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Ishares Tr Core Divid Etf (DIVB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Broadcom (AVGO)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Victory Portfolios Ii Short Trm Bd Etf (USTB)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Amazon (AMZN)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alphabet Cap Stk Cl C (GOOG)
Blackrock Etf Trust Ii Ishares Flexible (BINC)

View all positions for Masso Torrence Wealth Management

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