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Morgan Stanley shares owned by Sound Financial Strategies Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Sound Financial Strategies Group from 13F filings

Historical chart of Sound Financial Strategies Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Sound Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $210k 1.0k 209.04

More positions owned by Sound Financial Strategies Group

iShares Lehman Aggregate Bond (AGG)
Cambria Fixed Income (CFIT)
Timothy Plan intl etf (TPIF)
Northern Lts Fd Tr Iv intrntinl esg (WWJD)
Vanguard Europe Pacific ETF (VEA)
Ishares Tr Msci Usa Momentum Factor (MTUM)
Ishares Msci Usa Quality Facto invalid (QUAL)
Ishares 0-3 Month Treasury Bd Etf (SGOV)
Northern Lts Fd Tr Iv (PTL)
Timothy Plan us lrg cap cor (TPLC)
Northern Lts Fd Tr Iv inspire smal etf (ISMD)
Timothy Plan cmn (TPSC)
Simplify Exchange Traded Fun (HEQT)
Kraneshares Tr (KSPY)
Kraneshares Tr (KMLM)

View all positions for Sound Financial Strategies Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley