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Morgan Stanley shares owned by Bullock Wealth Management Group

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

Historical chart of Bullock Wealth Management Group investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Bullock Wealth Management Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $654k 3.9k 166.19
2025-12-31 $700k 3.9k 177.51

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Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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