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Morgan Stanley shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.1M 12k 93.25
2023-12-31 $1.1M 12k 93.25
2023-09-30 $897k 11k 81.68
2023-06-30 $971k 11k 85.39
2023-03-31 $1.0M 12k 87.80
2022-12-31 $938k 11k 85.02
2022-09-30 $1.3M 16k 78.13
2022-06-30 $274k 3.6k 76.02
2022-03-31 $326k 3.7k 88.40
2021-12-31 $364k 3.7k 98.10

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Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Growth Etf Etf (VUG)
Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Geode Capital Management
Bornite Capital Management
Fisher Investments
Massachusetts Financial Services
UBS Group
FMR
Ameriprise Financial
T. Rowe Price Associates
Goldman Sachs Group

View all funds holding Morgan Stanley