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Morgan Stanley shares owned by Walkner Condon Financial Advisors

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Walkner Condon Financial Advisors from 13F filings

Historical chart of Walkner Condon Financial Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Walkner Condon Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Walkner Condon Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $305k 1.9k 164.57
2025-12-31 $319k 1.8k 177.53
2025-09-30 $268k 1.7k 158.97
2025-06-30 $225k 1.6k 140.88

More positions owned by Walkner Condon Financial Advisors

Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPYM)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core S&p Mcp Etf (IJH)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchange-traded Lng Dur Oprtun (LGOV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Apple (AAPL)
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Walkner Condon Financial Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley