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Morgan Stanley shares owned by Reston Wealth Management

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

Historical chart of Reston Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Reston Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $278k 1.8k 158.92
2025-06-30 $233k 1.7k 140.82
2024-09-30 $133k 1.3k 104.23

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Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Portfolio Agrgte (SPAB)
Spdr Series Trust Portfolio S&p400 (SPMD)
Ishares Tr Us Sml Cap Eqt (SMLF)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
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Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Fundamental Us S (FNDA)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for Reston Wealth Management

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