APPLETON PARTNERS INC/MA

Position in MS — Morgan Stanley

CIK 1055290 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$29,108,610

+$4,387,563 QoQ

Shares Held

139,249

-7.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

2.67%

of 13F equity value

Holder Rank

#369

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

APPLETON PARTNERS INC/MA holds $46,474,652 across 4 Capital Markets names. MS ranks #1 (62.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	139,249	$29,108,610
2	EVR	Evercore Inc.	32,222	$11,001,879
3	GS	Goldman Sachs Group Inc	5,090	$5,147,873
4	HLI	Houlihan Lokey, Inc.	9,068	$1,216,290

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,108,610	139,249	-7.3%	Shares	Sole	2026-07-21
2026-03-31	$24,721,047	150,216	-0.8%	Shares	Sole	2026-04-28
2025-12-31	$26,895,084	151,496	-0.9%	Shares	Sole	2026-01-09
2025-09-30	$24,310,229	152,933	-1.3%	Shares	Sole	2025-11-05
2025-06-30	$21,820,059	154,906	+0.1%	Shares	Sole	2025-07-22
2025-03-31	$18,053,282	154,738	+1.1%	Shares	Sole	2025-04-22
2024-12-31	$19,240,188	153,040	-3.0%	Shares	Sole	2025-01-28
2024-09-30	$16,441,983	157,732	+0.3%	Shares	Sole	2024-10-01
2024-06-30	$15,291,485	157,336	-3.0%	Shares	Sole	2024-07-02
2024-03-31	$15,276,612	162,241	+3.0%	Shares	Sole	2024-04-01
2023-12-31	$14,694,335	157,580	+3.8%	Shares	Sole	2024-01-02
2023-09-30	$12,397,097	151,795	+2.8%	Shares	Sole	2023-10-03
2023-06-30	$12,605,552	147,606	+5.2%	Shares	Sole	2023-07-10
2023-03-31	$12,318,252	140,299	+33.5%	Shares	Sole	2023-04-10
2022-12-31	$8,934,751	105,090	-3.2%	Shares	Sole	2023-01-19
2022-09-30	$8,580,881	108,605	+0.7%	Shares	Sole	2022-10-27
2022-06-30	$8,203,983	107,862	+2.5%	Shares	Sole	2022-07-08
2022-03-31	$9,199,374	105,256	+10.0%	Shares	Sole	2022-04-05
2021-12-31	$9,391,359	95,674	+21.1%	Shares	Sole	2022-02-03
2021-09-30	$7,688,657	79,012	+18.6%	Shares	Sole	2021-10-14
2021-06-30	$6,110,863	66,647	+31.4%	Shares	Sole	2021-07-07
2021-03-31	$3,939,769	50,731	+48.9%	Shares	Sole	2021-04-19
2020-12-31	$2,334,680	34,068	-3.1%	Shares	Sole	2021-01-19
2020-09-30	$1,700,566	35,172	-2.1%	Shares	Sole	2020-10-14
2020-06-30	$1,734,404	35,909	-0.5%	Shares	Sole	2020-08-14
2020-03-31	$1,226,890	36,085	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.