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Morgan Stanley shares owned by Nestegg Advisors

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

Historical chart of Nestegg Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Nestegg Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.0k 209.14

More positions owned by Nestegg Advisors

Ishares Tr Rus 1000 Grw Etf (IWF)
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Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Ibonds Dec 2034 (IBDZ)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
T Rowe Price Exchange-traded Floating Rate (TFLR)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Schwab Strategic Tr Intl Eqty Etf (SCHF)
Invesco Exch Trd Slf Idx Bulletshare 2034 (BSMY)
Invesco Exchange Traded Fd T Divid Achievev (PFM)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Msci Eafe Etf (EFA)

View all positions for Nestegg Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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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