SCS Capital Management »

Morgan Stanley shares owned by SCS Capital Management

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

Historical chart of SCS Capital Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by SCS Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $26M 165k 158.96
2025-06-30 $23M 166k 140.86
2025-03-31 $5.0M 43k 116.67

More positions owned by SCS Capital Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Value Etf (VTV)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for SCS Capital 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