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Morgan Stanley shares owned by Steinberganna Wealth Management

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

Historical chart of Steinberganna Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Steinberganna Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $477k 3.0k 158.96

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Ishares Tr Core S&p Ttl Stk (ITOT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Specialized Funds Div App Etf (VIG)
Cyberark Software SHS (CYBR)
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Palo Alto Networks (PANW)
Crowdstrike Hldgs Cl A (CRWD)
Ishares Tr Morningstar Grwt (ILCG)

View all positions for Steinberganna Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Massachusetts Financial Services

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