PATTEN & PATTEN INC/TN

Position in MS — Morgan Stanley

CIK 1044905 CHATTANOOGA, TN

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$5,278,050

+$1,121,177 QoQ

Shares Held

25,249

-0.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#725

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

PATTEN & PATTEN INC/TN holds $20,856,961 across 3 Capital Markets names. MS ranks #2 (25.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	122,344	$11,288,680
2	MS	Morgan Stanley This page	25,249	$5,278,050
3	GS	Goldman Sachs Group Inc	4,242	$4,290,231

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,278,050	25,249	-0.0%	Shares	Sole	2026-08-05
2026-03-31	$4,156,873	25,259	-0.4%	Shares	Sole	2026-05-01
2025-12-31	$4,501,983	25,359	-15.9%	Shares	Sole	2026-02-03
2025-09-30	$4,793,915	30,158	-1.6%	Shares	Sole	2025-10-31
2025-06-30	$4,315,386	30,636	-13.1%	Shares	Sole	2025-07-28
2025-03-31	$4,112,967	35,253	-2.5%	Shares	Sole	2025-05-07
2024-12-31	$4,547,795	36,174	-1.8%	Shares	Sole	2025-02-10
2024-09-30	$3,841,660	36,854	-0.1%	Shares	Sole	2024-11-04
2024-06-30	$3,584,950	36,886	+0.1%	Shares	Sole	2024-08-13
2024-03-31	$3,468,289	36,834	+0.3%	Shares	Sole	2024-05-10
2023-12-31	$3,425,352	36,733	-2.1%	Shares	Sole	2024-01-23
2023-09-30	$3,063,850	37,515	+0.6%	Shares	Sole	2023-10-27
2023-06-30	$3,184,736	37,292	+2.6%	Shares	Sole	2023-07-14
2023-03-31	$3,191,881	36,354	-1.4%	Shares	Sole	2023-04-25
2022-12-31	$3,135,027	36,874	-1.3%	Shares	Sole	2023-02-01
2022-09-30	$2,951,971	37,362	-10.4%	Shares	Sole	2022-10-19
2022-06-30	$3,171,169	41,693	-2.4%	Shares	Sole	2022-08-02
2022-03-31	$3,732,591	42,707	+6.0%	Shares	Sole	2022-04-25
2021-12-31	$3,953,394	40,275	-0.1%	Shares	Sole	2022-01-26
2021-09-30	$3,924,025	40,325	-2.7%	Shares	Sole	2021-10-22
2021-06-30	$3,801,559	41,461	-15.4%	Shares	Sole	2021-07-13
2021-03-31	$3,807,514	49,028	-3.2%	Shares	Sole	2021-04-23
2020-12-31	$3,470,907	50,648	+0.6%	Shares	Sole	2021-01-19
2020-09-30	$2,433,503	50,331	-3.8%	Shares	Sole	2020-10-08
2020-06-30	$2,527,587	52,331	-5.3%	Shares	Sole	2020-07-21
2020-03-31	$1,878,602	55,253	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.