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Morgan Stanley shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $12k 71 164.56

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
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Capital Research Global Investors
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Goldman Sachs Group
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UBS Group
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