Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$317,113
+$64,993 QoQ
Shares Held
1,517
-1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,099
of 2,723 holders
Holding Since
Sep 2021
16 quarters on record
Voting authority
Sole 32%
Shared 0%
None 68%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BALDWIN WEALTH PARTNERS LLC/MA holds $7,847,729 across 2 Capital Markets names. MS ranks #2 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
81,615 | $7,530,616 | |
| 2 | MS |
Morgan Stanley
This page
|
1,517 | $317,113 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $317,113 | 1,517 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $252,120 | 1,532 | Shares | Defined | 2026-04-14 | |
| 2025-12-31 | $271,975 | 1,532 | Shares | Sole | 2026-01-07 | |
| 2024-09-30 | $76,094 | 730 | Shares | Defined | 2024-10-16 | |
| 2024-06-30 | $35,668 | 367 | Shares | Defined | 2024-07-12 | |
| 2024-03-31 | $31,543 | 335 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $49,888 | 535 | Shares | Defined | 2024-01-08 | |
| 2023-09-30 | $43,693 | 535 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $45,689 | 535 | Shares | Defined | 2023-07-14 | |
| 2023-03-31 | $51,802 | 590 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $50,161 | 590 | Shares | Defined | 2023-01-27 | |
| 2022-09-30 | $7,110 | 90 | Shares | Defined | 2022-10-14 | |
| 2022-06-30 | $6,845 | 90 | Shares | Defined | 2022-07-18 | |
| 2022-03-31 | $7,866 | 90 | Shares | Defined | 2022-04-13 | |
| 2021-12-31 | $8,834 | 90 | Shares | Defined | 2022-01-14 | |
| 2021-09-30 | $8,757 | 90 | Shares | Defined | 2021-10-27 | |
| No filing history on record for this holder in this stock. | ||||||