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Morgan Stanley shares owned by Oxford Wealth Group

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

Historical chart of Oxford Wealth Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $622k 3.5k 177.51

More positions owned by Oxford Wealth Group

Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ea Series Trust Bridgeway Blue (BBLU)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
First Tr Exchange-traded Ft Vest Ris (RDVI)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Ishares Tr Msci Usa Mmentm (MTUM)
Meta Platforms Cl A (META)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Rba Indl Etf (AIRR)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Nasdq Cln Edge (GRID)

View all positions for Oxford Wealth Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
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