Okabena Investment Services »

Morgan Stanley shares owned by Okabena Investment Services

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Okabena Investment Services from 13F filings

Historical chart of Okabena Investment Services investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Okabena Investment Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Okabena Investment Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $218k 1.0k 209.04
2023-06-30 $22k 257 85.40
2022-12-31 $33k 386 85.02

More positions owned by Okabena Investment Services

Vanguard Ftse Developed Markets Etf Van Ftse Dev Mkt (VEA)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Ishares Core S&p 500 Etf Core S&p500 Etf (IVV)
Target Corporation (TGT)
Ishares Msci Emerging Markets Etf Msci Emg Mkt Etf (EEM)
Vanguard Total International Stock Etf Vg Tlt Intl Stk F (VXUS)
Vanguard Ftse Emerging Markets Etf Ftse Emr Mkt Etf (VWO)
State Street Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Morningstar Mega Cap Growth Etf Mega Grwth Ind (MGK)
Dimensional International Core Equity Market Etf Intl Core Eqt Mk (DFAI)
Apple (AAPL)
Taiwan Semiconductor Manufact Sponsored Ads (TSM)
Vanguard Total World Stock Etf Total Wrld St Etf (VT)
Microsoft Corporation (MSFT)
Ishares Msci Eafe Etf Msci Aefe Etf (EFA)

View all positions for Okabena Investment Services

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley