BRADLEY FOSTER & SARGENT INC/CT

Position in MS — Morgan Stanley

CIK 1015086 HARTFORD, CT

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$3,696,663

+$802,700 QoQ

Shares Held

17,684

+0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#845

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BRADLEY FOSTER & SARGENT INC/CT holds $13,262,379 across 3 Capital Markets names. MS ranks #2 (27.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,075	$9,178,182
2	MS	Morgan Stanley This page	17,684	$3,696,663
3	SCHW	Schwab Charles Corp	4,200	$387,534

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,696,663	17,684	+0.6%	Shares	Sole	2026-08-14
2026-03-31	$2,893,963	17,585	+1.0%	Shares	Sole	2026-05-15
2025-12-31	$3,091,152	17,412	-0.0%	Shares	Sole	2026-02-12
2025-09-30	$2,768,129	17,414	+2.1%	Shares	Sole	2025-11-10
2025-06-30	$2,403,212	17,061	-0.5%	Shares	Sole	2025-08-11
2025-03-31	$2,000,540	17,147	-0.2%	Shares	Sole	2025-05-13
2024-12-31	$2,158,989	17,173	+0.8%	Shares	Sole	2025-02-03
2024-09-30	$1,776,458	17,042	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$1,656,214	17,041	0.0%	Shares	Sole	2024-08-09
2024-03-31	$1,604,580	17,041	-4.4%	Shares	Sole	2024-05-15
2023-12-31	$1,662,367	17,827	+11.5%	Shares	Sole	2024-02-14
2023-09-30	$1,305,984	15,991	0.0%	Shares	Sole	2023-11-13
2023-06-30	$1,365,631	15,991	+3.9%	Shares	Sole	2023-08-08
2023-03-31	$1,351,329	15,391	0.0%	Shares	Sole	2023-05-08
2022-12-31	$1,308,542	15,391	-0.9%	Shares	Sole	2023-02-14
2022-09-30	$1,226,472	15,523	-0.7%	Shares	Sole	2022-11-14
2022-06-30	$1,189,122	15,634	+1.4%	Shares	Sole	2022-08-11
2022-03-31	$1,347,271	15,415	+51.5%	Shares	Sole	2022-05-16
2021-12-31	$998,679	10,174	+5.5%	Shares	Sole	2022-03-11
2021-09-30	$938,165	9,641	+1.9%	Shares	Sole	2021-11-10
2021-06-30	$867,295	9,459	+0.5%	Shares	Sole	2021-08-19
2021-03-31	$730,702	9,409	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.