ZIG
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Zullo Investment Group’s Morgan Stanley MS Stock Holding History

Zullo Investment Group’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.76M Buy
10,710
+146
+1% +$25.3K 0.67% 38
2025
Q4 		$1.88M Sell
10,564
-173
-2% -$28.9K 0.69% 35
2025
Q3 		$1.71M Sell
10,737
-43
-0.4% -$6.35K 0.63% 40
2025
Q2 		$1.52M Sell
10,780
-125
-1% -$15.4K 0.62% 41
2025
Q1 		$1.27M Sell
10,905
-48
-0.4% -$6.18K 0.55% 46
2024
Q4 		$1.38M Sell
10,953
-458
-4% -$56.4K 0.56% 44
2024
Q3 		$1.19M Sell
11,411
-74
-0.6% -$7.45K 0.49% 52
2024
Q2 		$1.12M Sell
11,485
-159
-1% -$15.1K 0.49% 51
2024
Q1 		$1.1M Sell
11,644
-268
-2% -$23.6K 0.51% 53
2023
Q4 		$1.11M Sell
11,912
-497
-4% -$39.8K 0.57% 46
2023
Q3 		$1.01M Sell
12,409
-223
-2% -$19.4K 0.59% 44
2023
Q2 		$1.08M Sell
12,632
-985
-7% -$84.2K 0.62% 43
2023
Q1 		$1.2M Sell
13,617
-777
-5% -$72.5K 0.74% 38
2022
Q4 		$1.22M Sell
14,394
-21
-0.1% -$1.79K 0.75% 35
2022
Q3 		$1.14M Buy
14,415
+49
+0.3% +$4.13K 0.74% 32
2022
Q2 		$1.09M Sell
14,366
-531
-4% -$43.5K 0.68% 34
2022
Q1 		$1.3M Buy
14,897
+23
+0.2% +$2.22K 0.68% 29
2021
Q4 		$1.46M Buy
+14,874
New +$1.48M 0.75% 25

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Zullo Investment Group's MS Position: Q1 2026 in Review

Zullo Investment Group increased its Morgan Stanley (MS) stake by 1.4% in Q1 2026, buying an estimated $25.3K and bringing the position to 10,710 shares worth $1.76M. The position accounts for 0.67% of the portfolio, ranked #38.

Zullo Investment Group first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.88M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Zullo Investment Group held 10,710 shares of Morgan Stanley worth $1.76M as of Q1 2026.
  • Zullo Investment Group bought 146 Morgan Stanley shares in Q1 2026, an estimated $25.3K.
  • Morgan Stanley made up 0.67% of Zullo Investment Group's portfolio in Q1 2026, its #38 holding.
  • Zullo Investment Group first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
  • Zullo Investment Group's Morgan Stanley position peaked at $1.88M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Zullo Investment Group's 13F filing for Q1 2026, filed 15 Apr 2026.