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Morgan Stanley shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $5.1M 31k 164.57

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Geode Capital Management
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Goldman Sachs Group
Wellington Management Company
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group
Northern Trust

View all funds holding Morgan Stanley