Trajan Wealth »

Morgan Stanley shares owned by Trajan Wealth

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

Historical chart of Trajan Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Trajan 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 Trajan Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $5.1M 49k 104.24
2024-06-30 $4.5M 47k 97.19

More positions owned by Trajan Wealth

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alphabet Inc Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Mastercard Incorporated Cl A (MA)
Apple (AAPL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Spinnaker Etf Series Trajan Wealth (TWIO)
Fiserv (FI)
Booking Holdings (BKNG)
Anthem (ELV)

View all positions for Trajan Wealth

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust

View all funds holding Morgan Stanley