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Morgan Stanley shares owned by Sagewood Asset Management

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

Historical chart of Sagewood Asset Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Sagewood Asset Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.8M 11k 164.57

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Microsoft Corporation (MSFT)
Goldman Sachs (GS)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Pepsi (PEP)
Costco Wholesale Corporation (COST)
Illinois Tool Works (ITW)
Amazon (AMZN)
American Express Company (AXP)
Broadcom (AVGO)
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View all positions for Sagewood Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
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View all funds holding Morgan Stanley