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Morgan Stanley shares owned by Fundamentun

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

Historical chart of Fundamentun investment in Morgan Stanley

May 2024Jul 2024Sep 2024Nov 2024Jan 20251.8M2M2.2M2.4M18k18.5k19k19.5k20k
Value ($)Share countHistorical MS position of Fundamentun Source: stockzoa.comValue ($)Share count

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

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Quarterly reported holdings in Morgan Stanley by Fundamentun

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.4M 19k 125.72
2024-09-30 $2.1M 20k 104.24
2024-06-30 $1.8M 19k 97.19
2024-03-31 $1.7M 18k 94.16

More positions owned by Fundamentun

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Alps Etf Tr Smith Core Plus (SMTH)
Columbia Etf Tr I Resh Enhnc Cor (RECS)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Pimco Equity Ser Rafi Dyn Multi (MFDX)
Ishares Tr Investment Grade (IGEB)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for Fundamentun

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Bank of America Corporation
Capital Research Global Investors
Wellington Management Company
Massachusetts Financial Services
UBS Group
Norges Bank Investment Management

View all funds holding Morgan Stanley