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Mutual Shares Cl Z shares owned by Wall Street Access Asset Management

Quarter-by-quarter ownership of Mutual Shares Cl Z (MUTHX) shares owned by Wall Street Access Asset Management from 13F filings

Historical chart of Wall Street Access Asset Management investment in Mutual Shares Cl Z

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All positions including Mutual Shares Cl Z held by Wall Street Access Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Mutual Shares Cl Z by Wall Street Access Asset Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $34k 1.3k 25.89
2025-09-30 $94k 3.5k 26.86

More positions owned by Wall Street Access Asset Management

iShares Trust S&P Equities (IVV)
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Invesco S&P 500 Equal Weight ETF Equities (RSP)
Microsoft Corp Equities (MSFT)
Apple Equities (AAPL)
Alphabet Inc Class C Equities (GOOG)
Berkshire Hathaway Inc B Equities (BRK.B)
Amazon Equities (AMZN)
Tweedy Browne Global Value Fund Equities (TBGVX)
Dimensional US Small Cap ETF Equities (DFAS)
American Balanced Fund Class F2 Mutual Fund (AMBFX)
Edgewood Growth Fund Instl Cl Equities (EGFIX)
Meta Platforms Inc Class A Equities (META)
T. Rowe Price Capital Appreciation Fund Class I Mutual Fund (TRAIX)
Alphabet Inc Class A Equities (GOOGL)

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Top funds holding Mutual Shares Cl Z

Arvest Trust
Wall Street Access Asset Management

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