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Morgan Stanley shares owned by Goelzer Investment Management

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

Historical chart of Goelzer Investment Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by Goelzer Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $305k 1.9k 158.98
2025-06-30 $291k 2.1k 140.84
2025-03-31 $206k 1.8k 116.67

More positions owned by Goelzer Investment Management

Eli Lilly & Co. (LLY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust S&p 600 Smcp Val (SLYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Microsoft Corporation (MSFT)
J P Morgan Exchange Traded F Mortgage Backed (JMTG)
Apple (AAPL)
Broadcom (AVGO)
Alphabet Cap Stk Cl C (GOOG)
JPMorgan Chase & Co. (JPM)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p Scp Etf (IJR)
Eaton Corp SHS (ETN)
Exxon Mobil Corporation (XOM)

View all positions for Goelzer Investment Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Geode Capital Management
FMR
Fisher Investments
Capital Research Global Investors
Wellington Management Company
Goldman Sachs Group
UBS Group
Ameriprise Financial
Massachusetts Financial Services

View all funds holding Morgan Stanley