Acropolis Investment Management, LLC

Position in MS — Morgan Stanley

CIK 1318601 ST. LOUIS, MO

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$3,714,640

+$680,134 QoQ

Shares Held

17,770

-3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.36%

of 13F equity value

Holder Rank

#841

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Acropolis Investment Management, LLC holds $4,899,872 across 4 Capital Markets names. MS ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	17,770	$3,714,640
2	GS	Goldman Sachs Group Inc	631	$638,174
3	SCHW	Schwab Charles Corp	4,313	$397,960
4	SF	Stifel Financial Corp	2,137	$149,098

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,714,640	17,770	-3.6%	Shares	Sole	2026-07-16
2026-03-31	$3,034,506	18,439	-4.2%	Shares	Sole	2026-04-09
2025-12-31	$3,417,807	19,252	-6.8%	Shares	Sole	2026-01-14
2025-09-30	$3,283,477	20,656	+11.3%	Shares	Sole	2025-10-07
2025-06-30	$2,614,361	18,560	+0.0%	Shares	Sole	2025-07-14
2025-03-31	$2,164,461	18,552	-0.4%	Shares	Sole	2025-04-17
2024-12-31	$2,342,792	18,635	-0.5%	Shares	Sole	2025-01-14
2024-09-30	$1,952,936	18,735	-0.7%	Shares	Sole	2024-11-14
2024-06-30	$1,833,780	18,868	+2.5%	Shares	Sole	2024-07-16
2024-03-31	$1,733,956	18,415	+1.7%	Shares	Sole	2024-04-17
2023-12-31	$1,688,757	18,110	-2.0%	Shares	Sole	2024-01-16
2023-09-30	$1,509,914	18,488	+0.3%	Shares	Sole	2023-10-11
2023-06-30	$1,573,409	18,424	-0.5%	Shares	Sole	2023-07-13
2023-03-31	$1,625,265	18,511	+1.7%	Shares	Sole	2023-04-11
2022-12-31	$1,546,768	18,193	+0.0%	Shares	Sole	2023-01-11
2022-09-30	$1,436,717	18,184	+1.3%	Shares	Sole	2022-10-12
2022-06-30	$1,364,972	17,946	-0.3%	Shares	Sole	2022-07-15
2022-03-31	$1,573,637	18,005	+0.0%	Shares	Sole	2022-04-08
2021-12-31	$1,766,781	17,999	+4.0%	Shares	Sole	2022-01-14
2021-09-30	$1,683,852	17,304	+5.5%	Shares	Sole	2021-10-12
2021-06-30	$1,504,266	16,406	-1.7%	Shares	Sole	2021-07-16
2021-03-31	$1,296,456	16,694	+15.8%	Shares	Sole	2021-04-12
2020-12-31	$987,928	14,416	+20.6%	Shares	Sole	2021-01-13
2020-09-30	$578,072	11,956	+15.4%	Shares	Sole	2020-10-09
2020-06-30	$500,532	10,363	+86.4%	Shares	Sole	2020-07-15
2020-03-31	$189,006	5,559	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.