ASPIRIANT, LLC

Position in MS — Morgan Stanley

CIK 1433541 San Francisco, CA

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$815,256

+$239,426 QoQ

Shares Held

3,900

+11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,524

of 2,723 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

ASPIRIANT, LLC holds $4,243,421 across 3 Capital Markets names. MS ranks #3 (19.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	23,847	$2,200,362
2	GS	Goldman Sachs Group Inc	1,214	$1,227,803
3	MS	Morgan Stanley This page	3,900	$815,256

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$815,256	3,900	+11.5%	Shares	Sole	2026-07-20
2026-03-31	$575,830	3,499	-1.4%	Shares	Sole	2026-05-12
2025-12-31	$630,053	3,549	+12.8%	Shares	Sole	2026-01-20
2025-09-30	$499,929	3,145	-2.1%	Shares	Sole	2025-10-24
2025-06-30	$452,301	3,211	-4.6%	Shares	Sole	2025-07-29
2025-03-31	$392,711	3,366	+13.7%	Shares	Sole	2025-04-21
2024-12-31	$372,256	2,961	+6.2%	Shares	Sole	2025-01-16
2024-09-30	$290,621	2,788	-8.1%	Shares	Sole	2024-10-17
2024-06-30	$294,874	3,034	-29.9%	Shares	Sole	2024-07-15
2024-03-31	$407,806	4,331	+1.3%	Shares	Sole	2024-04-15
2023-12-31	$398,643	4,275	+3.7%	Shares	Sole	2024-01-26
2023-09-30	$336,807	4,124	+27.1%	Shares	Sole	2023-10-18
2023-06-30	$277,037	3,244	-2.0%	Shares	Sole	2023-07-19
2023-03-31	$290,530	3,309	-0.2%	Shares	Sole	2023-04-27
2022-12-31	$281,841	3,315	+12.5%	Shares	Sole	2023-01-23
2022-09-30	$232,763	2,946	+6.7%	Shares	Sole	2022-10-28
2022-06-30	$210,077	2,762	-3.5%	Shares	Sole	2022-07-25
2022-03-31	$250,051	2,861	—	Shares	Sole	2022-05-06
No filing history on record for this holder in this stock.