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Morgan Stanley shares owned by Redmont Wealth Advisors

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

Historical chart of Redmont Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Redmont Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 142 158.96
2025-06-30 $20k 142 140.86
2024-09-30 $15k 142 104.24
2024-06-30 $14k 142 97.19
2024-03-31 $13k 142 94.16

More positions owned by Redmont Wealth Advisors

Invesco S&p 500 Equal Weight Etf Etf (RSP)
Proshares S&p 500 Dividend Aristocrats Etf Etf (NOBL)
Spdr S&p 500 Etf Trust Etf (SPY)
Ishares Preferred & Income Securities Etf Etf (PFF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Select Dividend Etf Etf (DVY)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Capital Southwest Corp Cef (CSWC)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Iboxx $ High Yield Corporate Bond Etf Etf (HYG)
Curtiss Wright Corp Stock (CW)
Avantis International Large Cap Value Etf Etf (AVIV)
Ishares Core Msci Emerging Markets Etf Etf (IEMG)
Avantis U.s. Small Cap Value Etf Etf (AVUV)

View all positions for Redmont Wealth 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