StrongBox Wealth »

Morgan Stanley shares owned by StrongBox Wealth

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

Historical chart of StrongBox Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by StrongBox Wealth

Quarter filed Position value Share count Share price at filing
2026-06-30 $79k 378 209.04

More positions owned by StrongBox Wealth

Jpmorgan Ultra-short Income Etf Shs Ben Int (JPST)
Ishares 1-3 Year Treasury Bond Etf Shs Ben Int (SHY)
Alphabet Inc Class A cs (GOOGL)
Capital Group International Equity Etf Shs Ben Int (CGIE)
Invesco Qqq Trust Series I Shs Ben Int (QQQ)
Ishares Msci Usa Quality Factor Etf Shs Ben Int (QUAL)
Ishares Core S&p Mid-cap Etf Shs Ben Int (IJH)
Broadcom (AVGO)
Eaton (ETN)
JPMorgan Chase & Co. (JPM)
Visa (V)
Microsoft Corporation (MSFT)
Costco Wholesale Corporation (COST)
State Street Real Estate Select Sector Spdr Etf Shs Ben Int (XLRE)
Raytheon Technologies Corp (RTX)

View all positions for StrongBox Wealth

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley