OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Position in MS — Morgan Stanley
CIK 1005607
SAN FRANCISCO, CA
Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$391,950
+$83,382 QoQ
Shares Held
1,875
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#1,963
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC holds $1,040,515 across 2 Capital Markets names. MS ranks #2 (37.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
7,029 | $648,565 | |
| 2 | MS |
Morgan Stanley
This page
|
1,875 | $391,950 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,950 | 1,875 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $308,568 | 1,875 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $332,868 | 1,875 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $298,050 | 1,875 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $262,281 | 1,862 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $232,173 | 1,990 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $250,182 | 1,990 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $225,366 | 2,162 | Shares | Sole | 2024-10-23 | |
| No filing history on record for this holder in this stock. | ||||||