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Morgan Stanley shares owned by Chung Wu Investment Group

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Chung Wu Investment Group from 13F filings

Historical chart of Chung Wu Investment Group investment in Morgan Stanley

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All positions including Morgan Stanley held by Chung Wu Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Chung Wu Investment Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.5M 9.7k 158.96
2025-06-30 $183k 1.3k 140.86
2024-12-31 $264k 2.1k 125.72

More positions owned by Chung Wu Investment Group

Ishares Tr Core S&p500 Etf Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Spdr Dow Jones Industrial Average Etf Trust Ut Ser 1 (DIA)
Neos Nasdaq 100 High Income Etf Nasdaq 100 High (QQQI)
Apple (AAPL)
Neos S&p 500 High Income Etf Neos S&p 500 Hi (SPYI)
JPMorgan Chase & Co. (JPM)
Eaton Vance Enhanced Equity Incm. Fd. II (EOS)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Unit (SPY)
Antero Midstream Corp antero midstream (AM)
UnitedHealth (UNH)
Exxon Mobil Corporation (XOM)
Goldman Sachs (GS)
Micron Technology (MU)

View all positions for Chung Wu Investment Group

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
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Capital Research and Management Company - Division 3
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FMR
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Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
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Massachusetts Financial Services

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