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Morgan Stanley shares owned by SMART Wealth

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

Historical chart of SMART Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by SMART Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $588k 3.3k 177.55
2025-03-31 $241k 2.1k 116.67

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley