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Morgan Stanley shares owned by Wealth Preservation Advisors

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

Historical chart of Wealth Preservation Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Wealth Preservation Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $592k 3.3k 177.53

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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