CONTRAVISORY INVESTMENT MANAGEMENT, INC.

Position in MS — Morgan Stanley

CIK 1365707 Norwell, MA

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$782,854

+$195,669 QoQ

Shares Held

3,745

+5.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,552

of 2,723 holders

Holding Since

Dec 2021

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

CONTRAVISORY INVESTMENT MANAGEMENT, INC. holds $12,995,117 across 4 Capital Markets names. MS ranks #2 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	12,041	$12,177,906
2	MS	Morgan Stanley This page	3,745	$782,854
3	IBKR	Interactive Brokers Group, Inc.	276	$24,023
4	SCHW	Schwab Charles Corp	112	$10,334

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$782,854	3,745	+5.0%	Shares	Sole	2026-07-09
2026-03-31	$587,185	3,568	-2.0%	Shares	Sole	2026-04-20
2025-12-31	$646,564	3,642	+3946.7%	Shares	Sole	2026-01-12
2025-09-30	$14,306	90	+233.3%	Shares	Sole	2025-10-09
2025-06-30	$3,803	27	0.0%	Shares	Sole	2025-07-10
2025-03-31	$3,150	27	-99.9%	Shares	Sole	2025-04-10
2022-03-31	$4,701,595	53,794	-0.8%	Shares	Sole	2022-04-08
2021-12-31	$5,321,940	54,217	—	Shares	Sole	2022-01-12
No filing history on record for this holder in this stock.