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Morgan Stanley shares owned by McGlone Suttner Wealth Management

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

Historical chart of McGlone Suttner Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by McGlone Suttner Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $229k 1.1k 209.06

More positions owned by McGlone Suttner Wealth Management

Dimensional Etf Trust Us Cor Equ 2 Etf (DFAC)
Ishares Tr Core S&p Us Vlu (IUSV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Internatnal Val (DFIV)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Group Intl Focus Eqt Shs Creat Unit (CGXU)
Fidelity Covington Trust Enhanced Intl (FENI)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Covington Trust Enhanced Large (FELG)
Apple (AAPL)

View all positions for McGlone Suttner Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley