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Morgan Stanley shares owned by Nolet Wealth Management

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

Historical chart of Nolet Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Nolet Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $324k 1.8k 177.53

More positions owned by Nolet Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr National Mun Etf (MUB)
Danaher Corporation (DHR)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Nolet Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Jpmorgan Chase & Co
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Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley