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Morgan Stanley shares owned by Winnow Wealth

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

Historical chart of Winnow Wealth investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Winnow Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.8k 43 159.00
2025-03-31 $4.9k 42 116.29
2024-12-31 $3.5k 28 125.50

More positions owned by Winnow Wealth

Innovator Equity Managed Floor ETF Etf (SFLR)
FT Vest U.S. Equity Deep Buffer ETF - June Etf (DJUN)
FT Vest U.S. Equity Deep Buffer ETF - July Etf (DJUL)
FT Vest U.S. Equity Deep Buffer ETF - April Etf (DAPR)
FT Vest U.S. Equity Deep Buffer ETF - August Etf (DAUG)
Innovator Defined Wealth Shield ETF Etf (BALT)
Exxon Mobil Corporation (XOM)
Innovator Nasdaq-100 Managed Floor ETF Etf (QFLR)
Innovator U.S. Small Cap Managed Floor ETF Etf (RFLR)
Johnson & Johnson (JNJ)
Credit Suisse Ag Nassau Brh (GLDI)
Applovin Corp Class A (APP)
FT Vest SMID Rising Dividend Achievers Target Income ETF Etf (SDVD)
Fox Corp (FOXA)
Broadcom (AVGO)

View all positions for Winnow Wealth

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
Massachusetts Financial Services

View all funds holding Morgan Stanley