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Morgan Stanley shares owned by Partnership Wealth Management

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

Historical chart of Partnership Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Partnership Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $49k 468 104.24
2024-06-30 $46k 468 97.19
2024-03-31 $44k 468 94.16
2023-12-31 $41k 468 87.24

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Trane Technologies Stock (TT)
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Schwab Charles Family Fd Amt Tax Free Mny Money Market Fund (SCTXX)

View all positions for Partnership Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
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Capital Research Global Investors
T. Rowe Price Associates
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View all funds holding Morgan Stanley