VESTOR CAPITAL, LLC

Position in MS — Morgan Stanley

CIK 1132699 CHICAGO, IL

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$2,104,196

-$34,970,298 QoQ

Shares Held

10,066

-95.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,055

of 2,723 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

VESTOR CAPITAL, LLC holds $9,411,476 across 4 Capital Markets names. MS ranks #3 (22.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	47,192	$4,354,405
2	JEF	Jefferies Financial Group Inc.	58,669	$2,932,276
3	MS	Morgan Stanley This page	10,066	$2,104,196
4	WULF	Terawulf Inc.	834	$20,599

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,104,196	10,066	-95.5%	Shares	Sole	2026-07-28
2026-03-31	$37,074,494	225,281	+15019.5%	Shares	Sole	2026-05-21
2025-12-31	$40,347	1,490	-99.1%	Shares	Sole	2026-02-11
2025-09-30	$27,122,232	170,623	+12219.4%	Shares	Sole	2025-11-13
2025-06-30	$163	1,385	-99.1%	Shares	Sole	2025-08-12
2025-03-31	$17,055,637	146,187	+21.7%	Shares	Sole	2025-05-06
2024-12-31	$15,104,629	120,145	-0.6%	Shares	Sole	2025-02-11
2024-09-30	$12,603,449	120,908	+222.1%	Shares	Sole	2024-10-29
2024-06-30	$3,648,706	37,542	-2.1%	Shares	Sole	2024-07-30
2024-03-31	$3,610,188	38,341	-2.8%	Shares	Sole	2024-05-14
2023-12-31	$3,676,474	39,426	-9.4%	Shares	Sole	2024-02-14
2023-09-30	$3,553,461	43,510	-0.9%	Shares	Sole	2023-11-08
2023-06-30	$3,748,889	43,898	-0.6%	Shares	Sole	2023-08-21
2023-03-31	$3,876,282	44,149	—	Shares	Sole	2023-05-10
No filing history on record for this holder in this stock.