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Morgan Stanley shares owned by MBL Wealth

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

Historical chart of MBL Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by MBL Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $453k 2.8k 158.96
2025-06-30 $237k 1.7k 140.86
2024-12-31 $234k 1.9k 125.72
2022-12-31 $203k 2.4k 85.19
2022-09-30 $218k 2.8k 78.93

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Amplify Etf Tr Cwp Enhanced Div (DIVO)
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Ishares Tr Core 1 5 Yr Usd (ISTB)
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Victory Portfolios Ii Core Intermediat (UITB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr 3 7 Yr Treas Bd (IEI)
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Pimco Etf Tr Inter Mun Bd Act (MUNI)
Ishares Tr Core Msci Intl (IDEV)

View all positions for MBL Wealth

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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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