Stronghold Wealth Management »

Morgan Stanley shares owned by Stronghold Wealth Management

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

Historical chart of Stronghold Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Stronghold Wealth Management 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 Stronghold Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $238k 1.1k 209.04

More positions owned by Stronghold Wealth Management

State Street Spdr S&p 500 Etf Etf (SPY)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Ishares Russell 2000 Growth Etf Etf (IWO)
Ishares Preferred & Income Securities Etf Etf (PFF)
Blackstone Secd Lending Cef (BXSL)
Microsoft Corp Stock (MSFT)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Nvidia Corporation Stock (NVDA)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares Select Dividend Etf Etf (DVY)
Ishares Russell 1000 Etf Etf (IWB)

View all positions for Stronghold Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
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