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Morgan Stanley shares owned by Reicon Wealth Advisors

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

Historical chart of Reicon Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Reicon Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $337k 1.9k 177.54

More positions owned by Reicon Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exchange Traded Fd T S&p 100 Eql Wigh (EQWL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exchange Traded Fd T S&p500 Eql Tec (RSPT)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Reicon 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
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley