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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
2025-09-30 $265k 1.7k 158.96
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
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Capital Research and Management Company - Division 3
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FMR
Fisher Investments
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Goldman Sachs Group
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Ameriprise Financial
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