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Morgan Stanley shares owned by Envestnet Portfolio Solutions

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Envestnet Portfolio Solutions from 13F filings

Historical chart of Envestnet Portfolio Solutions investment in Morgan Stanley

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All positions including Morgan Stanley held by Envestnet Portfolio Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Envestnet Portfolio Solutions

Quarter filed Position value Share count Share price at filing
2024-03-31 $12M 125k 94.16
2023-12-31 $10M 111k 93.25