Wilkins Miller Wealth Management »

Morgan Stanley shares owned by Wilkins Miller Wealth Management

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

Historical chart of Wilkins Miller Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by Wilkins Miller Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $211k 1.2k 177.68

More positions owned by Wilkins Miller Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Ibonds Dec 2030 (IBDV)
Goldman Sachs Etf Tr Equal Weight Us (GSEW)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr Ibonds Dec 29 (IBDU)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Wilkins Miller Wealth Management

Top funds holding Morgan Stanley

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

View all funds holding Morgan Stanley