Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Steward Partners Investment Solutions »

Morgan Stanley shares owned by Steward Partners Investment Solutions

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Steward Partners Investment Solutions from 13F filings

Historical chart of Steward Partners Investment Solutions investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Steward Partners Investment Solutions consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Steward Partners Investment Solutions

Quarter filed	Position value	Share count	Share price at filing
2024-03-31	$633k	6.7k	94.16

More positions owned by Steward Partners Investment Solutions

Microsoft Corp Comstock (MSFT)

Apple Comstock (AAPL)

Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)

Fidelity Comwlth Tr Nasdaq Composite Index Etf Exchange Traded Fund (ONEQ)

Nvidia Corp Common Stock (NVDA)

Amazon Common Stock (AMZN)

Wisdomtree Tr Japan Hedged Equity Exchange Traded Fund (DXJ)

Alphabet Inc Cap Stk Cl C Common Stock (GOOG)

Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)

Invesco Qqq Tr Unit Ser 1 Exchange Traded Fund (QQQ)

Jpmorgan Chase & Co Comstock (JPM)

Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)

Vanguard Specialized Funds Divid Appreciation Etf Exchange Traded Fund (VIG)

Uber Technologies Common Stock (UBER)

Select Sector Spdr Tr Financial Exchange Traded Fund (XLF)

View all positions for Steward Partners Investment Solutions

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group

State Street Corporation

Jpmorgan Chase & Co

Wellington Management Company

Capital Research and Management Company - Division 3

Geode Capital Management

Bank of America Corporation

Fisher Investments

Massachusetts Financial Services

Goldman Sachs Group

Capital Research Global Investors

View all funds holding Morgan Stanley

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z