Private Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 1335851 MILL VALLEY, CA

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$10,774,966

+$2,326,601 QoQ

Shares Held

51,545

+0.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.80%

of 13F equity value

Holder Rank

#540

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 87% Shared 0% None 13%

Financial Services · as of Jun 30, 2026

Private Wealth Partners, LLC holds $64,432,865 across 3 Capital Markets names. MS ranks #3 (16.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	34,925	$35,322,097
2	SCHW	Schwab Charles Corp	198,719	$18,335,802
3	MS	Morgan Stanley This page	51,545	$10,774,966

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,774,966	51,545	+0.4%	Shares	Sole	2026-08-03
2026-03-31	$8,448,365	51,336	-0.9%	Shares	Sole	2026-04-28
2025-12-31	$9,195,698	51,798	-6.2%	Shares	Sole	2026-01-27
2025-09-30	$8,782,222	55,248	-1.7%	Shares	Sole	2025-11-04
2025-06-30	$7,919,712	56,224	-9.2%	Shares	Sole	2025-08-01
2025-03-31	$7,224,673	61,924	-0.1%	Shares	Sole	2025-04-22
2024-12-31	$7,790,994	61,971	-0.7%	Shares	Sole	2025-02-03
2024-09-30	$6,504,054	62,395	+4.5%	Shares	Sole	2024-10-29
2024-06-30	$5,805,644	59,735	+12.7%	Shares	Sole	2024-08-08
2024-03-31	$4,989,161	52,986	-17.2%	Shares	Sole	2024-05-09
2023-12-31	$5,970,238	64,024	+8.0%	Shares	Sole	2024-02-02
2023-09-30	$4,843,112	59,301	+5.7%	Shares	Sole	2023-11-07
2023-06-30	$4,790,854	56,099	+6.3%	Shares	Sole	2023-08-03
2023-03-31	$4,634,962	52,790	+8.5%	Shares	Sole	2023-05-04
2022-12-31	$4,135,797	48,645	+69.4%	Shares	Sole	2023-01-25
2022-09-30	$2,269,167	28,720	-30.9%	Shares	Sole	2022-10-27
2022-06-30	$3,160,293	41,550	-15.0%	Shares	Sole	2022-08-02
2022-03-31	$4,271,238	48,870	-5.9%	Shares	Sole	2022-05-02
2021-12-31	$5,095,976	51,915	—	Shares	Sole	2022-02-07
No filing history on record for this holder in this stock.