WRIGHT INVESTORS SERVICE INC

Position in MS — Morgan Stanley

CIK 108572 SHELTON, CT

Position in MS

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

Position Value

$689,832

+$111,534 QoQ

Shares Held

3,300

-6.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,609

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

WRIGHT INVESTORS SERVICE INC holds $13,235,512 across 4 Capital Markets names. MS ranks #4 (5.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	74,625	$6,885,647
2	GS	Goldman Sachs Group Inc	4,264	$4,312,481
3	IBKR	Interactive Brokers Group, Inc.	15,482	$1,347,552
4	MS	Morgan Stanley This page	3,300	$689,832

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$689,832	3,300	-6.1%	Shares	Sole	2026-08-05
2026-03-31	$578,298	3,514	+0.4%	Shares	Sole	2026-04-29
2025-12-31	$621,355	3,500	-2.9%	Shares	Sole	2026-01-26
2025-09-30	$573,050	3,605	-5.4%	Shares	Sole	2025-10-28
2025-06-30	$536,958	3,812	+4.3%	Shares	Sole	2025-07-11
2025-03-31	$426,545	3,656	-9.0%	Shares	Sole	2025-04-09
2024-12-31	$505,268	4,019	-67.9%	Shares	Sole	2025-01-13
2024-09-30	$1,306,961	12,538	-28.6%	Shares	Sole	2024-10-04
2024-06-30	$1,707,433	17,568	-23.5%	Shares	Sole	2024-07-26
2024-03-31	$2,161,725	22,958	+2.7%	Shares	Sole	2024-05-02
2023-12-31	$2,083,951	22,348	-15.7%	Shares	Sole	2024-01-31
2023-09-30	$2,165,235	26,512	-24.8%	Shares	Sole	2023-10-31
2023-06-30	$3,010,434	35,251	-8.4%	Shares	Sole	2023-07-27
2023-03-31	$3,377,402	38,467	-18.4%	Shares	Sole	2023-04-26
2022-12-31	$4,009,117	47,155	+0.4%	Shares	Sole	2023-01-27
2022-09-30	$3,711,651	46,977	-4.4%	Shares	Sole	2022-11-01
2022-06-30	$3,737,663	49,141	+149.4%	Shares	Sole	2022-08-02
2022-03-31	$1,721,954	19,702	+14.4%	Shares	Sole	2022-04-22
2021-12-31	$1,690,904	17,226	-26.4%	Shares	Sole	2022-01-27
2021-09-30	$2,276,080	23,390	-0.3%	Shares	Sole	2021-11-01
2021-06-30	$2,151,963	23,470	+23.9%	Shares	Sole	2021-08-03
2021-03-31	$1,470,880	18,940	+0.7%	Shares	Sole	2021-04-29
2020-12-31	$1,288,637	18,804	-49.9%	Shares	Sole	2021-02-02
2020-09-30	$1,815,010	37,539	0.0%	Shares	Sole	2020-11-06
2020-06-30	$1,813,132	37,539	-0.5%	Shares	Sole	2020-07-23
2020-03-31	$1,283,296	37,744	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.