Ironwood Investment Counsel, LLC

Position in MS — Morgan Stanley

CIK 1330463 SCOTTSDALE, AZ

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,769,618

+$933,419 QoQ

Shares Held

18,033

+4.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.62%

of 13F equity value

Holder Rank

#837

of 2,723 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ironwood Investment Counsel, LLC holds $15,561,027 across 3 Capital Markets names. MS ranks #2 (24.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	125,392	$11,569,919
2	MS	Morgan Stanley This page	18,033	$3,769,618
3	GS	Goldman Sachs Group Inc	219	$221,490

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,769,618	18,033	+4.6%	Shares	Sole	2026-08-06
2026-03-31	$2,836,199	17,234	+1.7%	Shares	Sole	2026-05-07
2025-12-31	$3,007,713	16,942	-1.3%	Shares	Sole	2026-02-06
2025-09-30	$2,729,502	17,171	-0.1%	Shares	Sole	2025-11-05
2025-06-30	$2,420,679	17,185	+0.3%	Shares	Sole	2025-08-08
2025-03-31	$1,998,440	17,129	+2.2%	Shares	Sole	2025-05-12
2024-12-31	$2,107,444	16,763	+2.4%	Shares	Sole	2025-02-10
2024-09-30	$1,706,930	16,375	+2.4%	Shares	Sole	2024-11-14
2024-06-30	$1,554,359	15,993	+0.1%	Shares	Sole	2024-08-05
2024-03-31	$1,504,111	15,974	+3.1%	Shares	Sole	2024-05-10
2023-12-31	$1,445,002	15,496	+2.4%	Shares	Sole	2024-02-08
2023-09-30	$1,235,585	15,129	-5.0%	Shares	Sole	2023-11-14
2023-06-30	$1,359,311	15,917	+10.3%	Shares	Sole	2023-08-08
2023-03-31	$1,266,954	14,430	+0.7%	Shares	Sole	2023-05-11
2022-12-31	$1,218,591	14,333	+1.2%	Shares	Sole	2023-02-02
2022-09-30	$1,118,623	14,158	+7.1%	Shares	Sole	2022-11-09
2022-06-30	$1,005,589	13,221	+11.9%	Shares	Sole	2022-08-04
2022-03-31	$1,032,543	11,814	+7.1%	Shares	Sole	2022-05-09
2021-12-31	$1,083,097	11,034	+7.8%	Shares	Sole	2022-02-04
2021-09-30	$996,259	10,238	+10.2%	Shares	Sole	2021-11-04
2021-06-30	$851,525	9,287	+10.7%	Shares	Sole	2021-08-06
2021-03-31	$651,256	8,386	+16.1%	Shares	Sole	2021-05-03
2020-12-31	$494,923	7,222	+60.0%	Shares	Sole	2021-02-11
2020-06-30	$218,026	4,514	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.