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Morgan Stanley shares owned by Trueblood Wealth Management

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

Historical chart of Trueblood Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Morgan Stanley by Trueblood Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $387k 3.1k 125.72
2024-03-31 $290k 3.1k 94.16
2023-12-31 $287k 3.1k 93.25

More positions owned by Trueblood Wealth Management

JPMorgan Chase & Co. (JPM)
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Microsoft Corporation (MSFT)
Accenture Plc Ireland Shs Class A (ACN)
First Tr Exchange-traded Smid Risng Etf (SDVY)
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)
Arthur J. Gallagher & Co. (AJG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Cincinnati Financial Corporation (CINF)
Caterpillar (CAT)
First Tr Exchange-traded Ft Vest Ris (RDVI)
NVIDIA Corporation (NVDA)
Home Depot (HD)
Chevron Corporation (CVX)
UnitedHealth (UNH)

View all positions for Trueblood Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
State Street Corporation
Vanguard Group
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Jpmorgan Chase & Co
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