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Morgan Stanley shares owned by Midland Wealth Advisors

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

Historical chart of Midland Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Midland Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 977 209.04
2024-06-30 $239k 2.5k 97.19
2024-03-31 $217k 2.3k 94.16
2023-12-31 $213k 2.3k 93.25

More positions owned by Midland Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Mbs Etf (MBB)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard World Extended Dur (EDV)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Sp Kensho Newec (KOMP)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Beacon Select Funds Glg Nat Res Etf (MGNR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Mcp Etf (IJH)
Vaneck Fds Emer Mark Bd Etf (EMBX)
Spdr Series Trust ST STR SP600 SML (SPSM)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr S&p Mc 400gr Etf (IJK)

View all positions for Midland Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
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