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Morgan Stanley shares owned by Pure Financial Advisors

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

Historical chart of Pure Financial Advisors investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Pure Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $598k 3.8k 158.95
2025-06-30 $477k 3.4k 140.85
2025-03-31 $292k 2.5k 116.68
2024-12-31 $251k 2.0k 125.75
2024-06-30 $284k 2.9k 97.18

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Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Spdr Index Shs Fds Glb Nat Resrce (GNR)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Pure Financial Advisors

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