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Morgan Stanley shares owned by Stonebridge Financial Planning Group

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

Historical chart of Stonebridge Financial Planning Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $234k 1.1k 209.04
2020-03-31 $8.0k 200 40.00

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Ishares Tr Core Div Grwth (DGRO)
First Tr Exchange-traded Dj Glbl Divid (FGD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Scottsdale Fds Int-term Corp (VCIT)

View all positions for Stonebridge Financial Planning Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
T. Rowe Price Associates
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley