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Morgan Stanley shares owned by Tepp RIA

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

Historical chart of Tepp RIA investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Tepp RIA

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 2.1k 158.96
2025-06-30 $272k 1.9k 140.86

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Ishares Tr U.s. Finls Etf (IYF)
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HSBC HLDGS Spon Adr New (HSBC)

View all positions for Tepp RIA

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
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Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley