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Morgan Stanley shares owned by Wealth Architects

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

Historical chart of Wealth Architects investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Wealth Architects

Quarter filed Position value Share count Share price at filing
2025-12-31 $268k 1.5k 177.53

More positions owned by Wealth Architects

Ishares Tr Core S&p500 Etf (IVV)
Flexshares Tr Iboxx 5yr Trgt (TDTF)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Specialized Funds Div App Etf (VIG)
Lam Research Corp Com New (LRCX)
Spdr Index Shs Fds S&p Gblinf Etf (GII)
Apple (AAPL)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Us Large Cap Val (DFLV)

View all positions for Wealth Architects

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley