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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

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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
2024-09-30 $2.1M 20k 104.24
2024-06-30 $1.8M 19k 97.19
2024-03-31 $1.7M 18k 94.16

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View all positions for Fundamentun

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
Capital Research Global Investors
T. Rowe Price Associates
Northern Trust
Bank of New York Mellon
Charles Schwab Investment Management
Invesco
Royal Bank of Canada

View all funds holding Morgan Stanley