Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$336,972
+$86,003 QoQ
Shares Held
1,612
+5.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,048
of 2,722 holders
Holding Since
Mar 2022
7 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, 2026NOVARE CAPITAL MANAGEMENT LLC holds $1,320,754 across 2 Capital Markets names. MS ranks #2 (25.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
10,662 | $983,782 | |
| 2 | MS |
Morgan Stanley
This page
|
1,612 | $336,972 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $336,972 | 1,612 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $250,969 | 1,525 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $274,638 | 1,547 | Shares | Sole | 2026-02-05 | |
| 2022-12-31 | $235,930 | 2,775 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $218,067 | 2,760 | Shares | Sole | 2022-10-11 | |
| 2022-06-30 | $227,039 | 2,985 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $344,793 | 3,945 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||