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Morgan Stanley shares owned by Sonoma Allocations

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

Historical chart of Sonoma Allocations investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Sonoma Allocations

Quarter filed Position value Share count Share price at filing
2025-12-31 $342k 1.9k 184.55

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Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Grw Etf (IWF)
Innovator Etfs Trust Us Eqt Ultra Bf (UJAN)
Goldman Sachs Physical Gold Unit (AAAU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Wisdomtree Tr European Opportu (OPPE)
Ishares Tr Core Us Aggbd Et (AGG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Iboxx Inv Cp Etf (LQD)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Dbx Etf Tr Xtrack Msci Euro (DBEZ)
Ishares Tr 0-3 Mnth Treasry (SGOV)

View all positions for Sonoma Allocations

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