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Morgan Stanley shares owned by Gitterman Wealth Management

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

Historical chart of Gitterman Wealth Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Gitterman Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $247k 2.4k 104.24
2024-06-30 $230k 2.4k 97.19

More positions owned by Gitterman Wealth Management

Vanguard Scottsdale Fds Inter Term Treas (VGIT)
First Tr Exchange Traded Nasdq Cln Edge (GRID)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr U.s. Tech Etf (IYW)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Johnson & Johnson (JNJ)
Novo-nordisk A S Adr (NVO)
Nextera Energy (NEE)
International Business Machines (IBM)
UnitedHealth (UNH)
Vanguard Index Fds Total Stk Mkt (VTI)
Alphabet Cap Stk Cl A (GOOGL)
RBB Us Treas 3 Mnth (TBIL)

View all positions for Gitterman Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
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Wellington Management Company
Capital Research and Management Company - Division 3
Geode Capital Management
Bank of America Corporation
FMR
Fisher Investments
UBS Group
Massachusetts Financial Services
Goldman Sachs Group
Capital Research Global Investors

View all funds holding Morgan Stanley