Prosperity Consulting Group »

Morgan Stanley shares owned by Prosperity Consulting Group

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

Historical chart of Prosperity Consulting Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Prosperity Consulting Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $681k 4.3k 158.95
2025-06-30 $499k 3.5k 140.84
2025-03-31 $369k 3.2k 116.65
2024-12-31 $378k 3.0k 125.71
2024-09-30 $256k 2.5k 104.24

More positions owned by Prosperity Consulting Group

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Tp200 Gr Etf (IWY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard World Mega Cap Val Etf (MGV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Technology (XLK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Ultra Short Dur (ICSH)
Ishares Tr Eafe Value Etf (EFV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Prosperity Consulting Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley