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Morgan Stanley shares owned by D.B. Root & Company

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by D.B. Root & Company from 13F filings

Historical chart of D.B. Root & Company investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by D.B. Root & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by D.B. Root & Company

Quarter filed Position value Share count Share price at filing
2026-06-30 $204k 974 209.04

More positions owned by D.B. Root & Company

J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Pimco Etf Tr Multisector Bd (PYLD)
Vanguard Specialized Funds Div App Etf (VIG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Innovator Etfs Trust U S Eq 10 Buffer (ZALT)
Apple (AAPL)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Innovator Etfs Trust Buff Step Up Etf (BSTP)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Innovator Etfs Trust Intl Dvlpd 10 Bu (IBUF)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for D.B. Root & Company

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
BlackRock
Vanguard Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Geode Capital Management
Fisher Investments
FMR
Capital Research Global Investors
Norges Bank Investment Management
T. Rowe Price Associates
Bank of America Corporation
Goldman Sachs Group
Ameriprise Financial

View all funds holding Morgan Stanley