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Morgan Stanley shares owned by B.A. Schrock Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by B.A. Schrock Wealth Management from 13F filings

Historical chart of B.A. Schrock Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by B.A. Schrock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-09-30 $1.9M 10k 188.00

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial
UBS Group
Northern Trust

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