Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$389,232
+$54,168 QoQ
Shares Held
1,862
-8.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#1,969
of 2,723 holders
Holding Since
Dec 2020
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026ProVise Management Group, LLC holds $18,430,046 across 2 Capital Markets names. MS ranks #2 (2.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
195,522 | $18,040,814 | |
| 2 | MS |
Morgan Stanley
This page
|
1,862 | $389,232 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,232 | 1,862 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $335,064 | 2,036 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $359,320 | 2,024 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $325,868 | 2,050 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $253,688 | 1,801 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $213,972 | 1,834 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $230,319 | 1,832 | Shares | Sole | 2025-02-11 | |
| 2021-12-31 | $266,209 | 2,712 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $272,954 | 2,805 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $374,920 | 4,089 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $323,919 | 4,171 | Shares | Sole | 2021-04-22 | |
| 2020-12-31 | $257,672 | 3,760 | Shares | Sole | 2021-01-19 | |
| No filing history on record for this holder in this stock. | ||||||