Zullo Investment Group, Inc.

Position in MS — Morgan Stanley

CIK 1909760 SCRANTON, PA

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$2,200,355

+$437,811 QoQ

Shares Held

10,526

-1.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.99%

of 13F equity value

Holder Rank

#1,038

of 2,722 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Financial Services · as of Jun 30, 2026

Zullo Investment Group, Inc. holds $6,306,642 across 3 Capital Markets names. MS ranks #2 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,436	$2,463,697
2	MS	Morgan Stanley This page	10,526	$2,200,355
3	SCHW	Schwab Charles Corp	17,802	$1,642,590

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,200,355	10,526	-1.7%	Shares	Sole	2026-07-31
2026-03-31	$1,762,544	10,710	+1.4%	Shares	Sole	2026-04-15
2025-12-31	$1,875,426	10,564	-1.6%	Shares	Sole	2026-01-26
2025-09-30	$1,706,753	10,737	-0.4%	Shares	Sole	2025-10-23
2025-06-30	$1,518,470	10,780	-1.1%	Shares	Sole	2025-07-24
2025-03-31	$1,272,286	10,905	-0.4%	Shares	Sole	2025-05-01
2024-12-31	$1,377,011	10,953	-4.0%	Shares	Sole	2025-02-03
2024-09-30	$1,189,482	11,411	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$1,116,227	11,485	-1.4%	Shares	Sole	2024-08-13
2024-03-31	$1,096,399	11,644	-2.2%	Shares	Sole	2024-04-24
2023-12-31	$1,110,794	11,912	-4.0%	Shares	Sole	2024-01-19
2023-09-30	$1,013,443	12,409	-1.8%	Shares	Sole	2023-10-19
2023-06-30	$1,078,772	12,632	-7.2%	Shares	Sole	2023-07-19
2023-03-31	$1,195,572	13,617	-5.4%	Shares	Sole	2023-04-25
2022-12-31	$1,223,777	14,394	-0.1%	Shares	Sole	2023-02-14
2022-09-30	$1,138,929	14,415	+0.3%	Shares	Sole	2022-11-08
2022-06-30	$1,092,677	14,366	-3.6%	Shares	Sole	2022-08-11
2022-03-31	$1,301,997	14,897	+0.2%	Shares	Sole	2022-05-16
2021-12-31	$1,460,031	14,874	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.