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Morgan Stanley shares owned by Baer Investment Advisory

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Baer Investment Advisory from 13F filings

Historical chart of Baer Investment Advisory investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Baer Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Baer Investment Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $435k 2.6k 164.57

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
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Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Wellington Management Company
Ameriprise Financial
UBS Group

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