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Morgan Stanley shares owned by Price Wealth Management

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

Historical chart of Price Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Price Wealth Management

Quarter filed Position value Share count Share price at filing
2020-09-30 $23k 474 48.52
2020-06-30 $11k 238 46.22
2018-06-30 $14k 294 47.62
2018-03-31 $7.0k 138 50.72
2017-12-31 $14k 276 50.72

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Ishares Tr Core S&p500 Etf Uie (IVV)
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Ishares Tr Msci Eafe Etf Uie (EFA)
Vanguard Tax-managed Intl Fd Ftse Dev Mkt Etf Uie (VEA)
Ishares Tr Eafe Sml Cp Etf Uie (SCZ)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Uie (VWO)
Apple (AAPL)
Amazon (AMZN)

View all positions for Price Wealth Management

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