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Morgan Stanley shares owned by Union Savings Bank

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Union Savings Bank from 13F filings

Historical chart of Union Savings Bank investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by Union Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Union Savings Bank

Quarter filed Position value Share count Share price at filing
2024-03-31 $28k 300 94.15
2023-12-31 $36k 390 93.25
2023-09-30 $20k 240 81.67
2023-06-30 $8.2k 90 91.56

More positions owned by Union Savings Bank

Berkshire Hathaway Common Stock (BRK.A)
Invesco S&p 500 Quality Etf Etf - Large Cap (SPHQ)
Ishares Core S&p Mid-cap Etf Etf - Mid Cap (IJH)
Spdr S&p 500 Etf Trust Etf - Large Cap (SPY)
Microsoft Corp Common Stock (MSFT)
Vanguard High Dividend Yield Etf Etf - Large Cap (VYM)
Ishares Russell 2000 Index Etf - Small Cap (IWM)
Apple Incorporated Common Stock (AAPL)
Spdr S&p Midcap 400 Etf Tr Etf - Mid Cap (MDY)
Ishares Core S&p Small-cap Etf Etf - Small Cap (IJR)
J P Morgan Chase & Co Common Stock (JPM)
Alphabet Common Stock (GOOGL)
Spdr S&p Dividend Etf Etf - Large Cap (SDY)
Idexx Laboratories Common Stock (IDXX)
Procter & Gamble Common Stock (PG)

View all positions for Union Savings Bank

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Susquehanna International
Legal & General Group

View all funds holding Morgan Stanley