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Morgan Stanley shares owned by Strategic Wealth Advisors

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

Historical chart of Strategic Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Strategic Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $159k 970 163.92

More positions owned by Strategic Wealth Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Dimensional Etf Trust Us Real Estate E (DFAR)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)

View all positions for Strategic Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley