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Morgan Stanley shares owned by Smallwood Wealth Investment Management

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

Historical chart of Smallwood Wealth Investment Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Smallwood Wealth Investment Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $259k 2.1k 125.72
2024-09-30 $214k 2.1k 104.24
2022-12-31 $204k 2.4k 85.02
2022-09-30 $227k 2.9k 78.87

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Ishares Tr Core S&p Ttl Stk (ITOT)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Intercontinental Exchange (ICE)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ea Series Trust Freedom 100 Em (FRDM)
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Ishares Tr National Mun Etf (MUB)
Wisdomtree Tr Intl Equity Fd (DWM)
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Vanguard World Energy Etf (VDE)
Microsoft Corporation (MSFT)
New York Life Invts Active E Nyli Mackay Mun (MMIT)

View all positions for Smallwood Wealth Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Jpmorgan Chase & Co
Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
FMR
Fisher Investments
UBS Group
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Morgan Stanley