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Morgan Stanley shares owned by McAdam

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

Historical chart of McAdam investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by McAdam

Quarter filed Position value Share count Share price at filing
2025-09-30 $306k 1.9k 158.96
2025-06-30 $240k 1.7k 140.86
2024-12-31 $213k 1.7k 125.75
2018-09-30 $14k 299 46.82
2018-06-30 $14k 299 46.82
2018-03-31 $19k 350 54.29

More positions owned by McAdam

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust Portfolio Ln Tsr (SPTL)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)

View all positions for McAdam

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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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