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Morgan Stanley shares owned by Whelan Financial

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

Historical chart of Whelan Financial investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Whelan Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 1.1k 209.04
2025-09-30 $243k 1.5k 158.96

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Fisher Investments
FMR
Capital Research Global Investors
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Goldman Sachs Group
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