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Morgan Stanley shares owned by Berman McAleer

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Berman McAleer from 13F filings

Historical chart of Berman McAleer investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Berman McAleer consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Berman McAleer

Quarter filed Position value Share count Share price at filing
2026-06-30 $212k 1.0k 209.04

More positions owned by Berman McAleer

Invesco Exchange Traded Fd T Rafi Us 1000 Etf (PRF)
Starboard Invt Tr Adaptive Alpha (AGOX)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Active Growth (JGRO)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Fidelity Covington Trust Enhanced Intl (FENI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Total Stk Mkt (VTI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Berman McAleer

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Goldman Sachs Group
Bank of America Corporation
Ameriprise Financial
UBS Group
Northern Trust
Massachusetts Financial Services

View all funds holding Morgan Stanley