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Morgan Stanley shares owned by United Advisor Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by United Advisor Group from 13F filings

Historical chart of United Advisor Group investment in Morgan Stanley

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All positions including Morgan Stanley held by United Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by United Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $423k 2.7k 158.97

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
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

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