PUREfi Wealth »

Morgan Stanley shares owned by PUREfi Wealth

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

Historical chart of PUREfi Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by PUREfi Wealth 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 PUREfi Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $266k 1.3k 209.04
2024-12-31 $537k 4.3k 125.72

More positions owned by PUREfi Wealth

Ishares Tr Core S&p500 Etf (IVV)
Wal-Mart Stores (WMT)
Stryker Corporation (SYK)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Blackrock Etf Trust Ii Flexible Income (BINC)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Eli Lilly & Co. (LLY)
Fidelity Covington Trust Blue Chip Grwth (FBCG)

View all positions for PUREfi Wealth

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
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley