Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$10,617,977
+$2,862,452 QoQ
Shares Held
50,794
+7.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#544
of 2,723 holders
Holding Since
Sep 2021
20 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, 2026Aureus Asset Management, LLC holds $72,504,758 across 7 Capital Markets names. MS ranks #2 (14.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
600,554 | $55,413,117 | |
| 2 | MS |
Morgan Stanley
This page
|
50,794 | $10,617,977 | |
| 3 | GS |
Goldman Sachs Group Inc
|
3,132 | $3,167,610 | |
| 4 | LAZ |
Lazard, Inc.
|
38,419 | $1,611,292 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
3,234 | $910,953 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
3,985 | $399,615 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
4,414 | $384,194 |
All Filings in MS
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,617,977 | 50,794 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $7,755,525 | 47,126 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $10,111,576 | 56,957 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $9,029,404 | 56,803 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $7,500,372 | 53,247 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $6,207,660 | 53,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,715,585 | 53,417 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $5,958,254 | 57,159 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,495,316 | 56,542 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $5,354,879 | 56,870 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,906,348 | 52,615 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,919,016 | 47,986 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $5,055,509 | 59,198 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $5,067,552 | 57,717 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,681,711 | 55,066 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,041,756 | 51,155 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,647,305 | 47,953 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,845,569 | 32,558 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,870,100 | 29,239 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,397,815 | 24,641 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||