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Morgan Stanley shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $212k 1.3k 158.96

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Core S&p Us Vlu (IUSV)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
NVIDIA Corporation (NVDA)

View all positions for Motive Wealth Advisors

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