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Morgan Stanley shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $27k 129 208.33

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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