Smith Shellnut Wilson »

Morgan Stanley shares owned by Smith Shellnut Wilson

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Smith Shellnut Wilson from 13F filings

Historical chart of Smith Shellnut Wilson investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Smith Shellnut Wilson 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 Smith Shellnut Wilson

Quarter filed Position value Share count Share price at filing
2026-06-30 $220k 1.1k 209.04

More positions owned by Smith Shellnut Wilson

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Oracle Corporation (ORCL)
Ishares Tr Core S&p Mcp Etf (IJH)
Apple (AAPL)
Seagate Technology Hldngs Pl Ord Shs (STX)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Johnson & Johnson (JNJ)
Ishares Tr Core S&p Scp Etf (IJR)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for Smith Shellnut Wilson

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley