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Morgan Stanley shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.3M 14k 94.16
2022-06-30 $21k 279 75.27
2022-03-31 $31k 354 87.57
2021-12-31 $27k 279 96.77
2021-09-30 $27k 279 96.77
2021-06-30 $26k 279 93.19
2021-03-31 $22k 279 78.85
2020-12-31 $19k 279 68.10

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley