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Morgan Stanley shares owned by Planning Alternatives

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

Historical chart of Planning Alternatives investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Planning Alternatives

Quarter filed Position value Share count Share price at filing
2026-06-30 $384k 1.8k 209.04

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Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)
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Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wells Fargo & Company (WFC)
NVIDIA Corporation (NVDA)

View all positions for Planning Alternatives

Top funds holding Morgan Stanley

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