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Morgan Stanley shares owned by Regent Peak Wealth Advisors

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

Historical chart of Regent Peak Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Regent Peak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-12-31 $202k 1.6k 125.72
2020-12-31 $55k 805 68.32

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management
Invesco
Royal Bank of Canada

View all funds holding Morgan Stanley