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Morgan Stanley shares owned by Spinnaker Trust

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

Historical chart of Spinnaker Trust investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Spinnaker Trust

Quarter filed Position value Share count Share price at filing
2025-12-31 $205k 1.2k 177.53

More positions owned by Spinnaker Trust

State Street SPDR Portfolio S&P Equities (SPYM)
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iShares ESG MSCI EAFE ETF Equities (ESGD)
iShares MSCI USA ESG Select ETF Equities (SUSA)
iShares Core 1-5 Year USD Bond Equities (ISTB)
3M Company Equities (MMM)
Apple Equities (AAPL)
Microsoft Corp Equities (MSFT)
Berkshire Hathaway Inc - CL B Equities (BRK.B)
BlackRock US Equity Factor Rota Equities (DYNF)
iShares Gold Trust Equities (IAU)
Alphabet Inc CL C Equities (GOOG)
Financial Select Sector SPDR Equities (XLF)
Healthcare Select Sector SPDR Equities (XLV)
SPDR S&P 500 ETF Trust Equities (SPY)

View all positions for Spinnaker Trust

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