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Morgan Stanley shares owned by Spectrum Wealth Counsel

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

Historical chart of Spectrum Wealth Counsel investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Spectrum Wealth Counsel

Quarter filed Position value Share count Share price at filing
2025-03-31 $7.0M 60k 116.67
2024-12-31 $7.7M 61k 125.72
2024-09-30 $6.3M 61k 104.24
2023-12-31 $63k 671 93.25

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View all positions for Spectrum Wealth Counsel

Top funds holding Morgan Stanley

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

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