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Morgan Stanley shares owned by Worth Financial Advisory Group

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

Historical chart of Worth Financial Advisory Group investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Worth Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $223k 1.1k 209.11

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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