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Morgan Stanley shares owned by Sherman Asset Management

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

Historical chart of Sherman Asset Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $185k 1.2k 158.96
2025-06-30 $164k 1.2k 140.86
2025-03-31 $136k 1.2k 116.67
2024-12-31 $147k 1.2k 125.72

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Ishares Core S&p 500 Etf Etf (IVV)
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Ishares Core S&p Small Cap Etf Etf (IJR)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oracle Corp Stock (ORCL)
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Apple Stock (AAPL)
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Vanguard Total Bond Market Etf Etf (BND)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)

View all positions for Sherman Asset 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