Roundview Capital LLC

Position in MS — Morgan Stanley

CIK 1476804 PRINCETON, NJ

Position in MS

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

Position Value

$1,185,047

+$414,695 QoQ

Shares Held

5,669

+21.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,302

of 2,723 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Roundview Capital LLC holds $14,942,921 across 5 Capital Markets names. MS ranks #4 (7.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	9,273	$9,378,434
2	SCHW	Schwab Charles Corp	27,397	$2,527,921
3	IBKR	Interactive Brokers Group, Inc.	18,348	$1,597,009
4	MS	Morgan Stanley This page	5,669	$1,185,047
5	HOOD	Robinhood Markets, Inc.	2,538	$254,510

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,185,047	5,669	+21.1%	Shares	Sole	2026-07-30
2026-03-31	$770,352	4,681	+4.4%	Shares	Sole	2026-05-08
2025-12-31	$795,866	4,483	-1.4%	Shares	Sole	2026-02-09
2025-09-30	$722,791	4,547	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$654,294	4,645	+7.2%	Shares	Sole	2025-07-23
2025-03-31	$505,764	4,335	+3.3%	Shares	Sole	2025-05-06
2024-12-31	$527,772	4,198	+9.3%	Shares	Sole	2025-02-12
2024-09-30	$400,490	3,842	+3.1%	Shares	Sole	2024-11-14
2024-06-30	$362,032	3,725	+5.0%	Shares	Sole	2024-08-09
2024-03-31	$334,173	3,549	-28.5%	Shares	Sole	2024-05-06
2023-12-31	$462,986	4,965	-16.1%	Shares	Sole	2024-02-12
2023-09-30	$483,486	5,920	-11.0%	Shares	Sole	2023-11-13
2023-06-30	$568,337	6,655	+18.8%	Shares	Sole	2023-08-09
2023-03-31	$491,680	5,600	+17.7%	Shares	Sole	2023-05-09
2022-12-31	$404,610	4,759	0.0%	Shares	Sole	2023-02-13
2022-09-30	$376,008	4,759	+10.1%	Shares	Sole	2022-11-10
2022-06-30	$328,883	4,324	+44.9%	Shares	Sole	2022-08-11
2022-03-31	$260,801	2,984	-2.5%	Shares	Sole	2022-05-17
2021-12-31	$300,565	3,062	+37.1%	Shares	Sole	2022-02-10
2021-09-30	$217,293	2,233	+0.4%	Shares	Sole	2021-11-10
2021-06-30	$203,918	2,224	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.