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Morgan Stanley shares owned by Schrum Private Wealth Management

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

Historical chart of Schrum Private Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Schrum Private Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $265k 1.7k 158.94
2025-06-30 $237k 1.7k 140.84
2024-12-31 $211k 1.7k 125.71
2024-09-30 $349k 3.3k 104.23

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Oracle Corporation (ORCL)
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Visa Com Cl A (V)
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View all positions for Schrum Private Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
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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