Copeland Capital Management, LLC

Position in MS — Morgan Stanley

CIK 1541743 Conshohocken, PA

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$23,911,667

+$1,690,440 QoQ

Shares Held

114,388

-15.3% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#391

of 2,723 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 38% Shared 59% None 3%

Financial Services · as of Jun 30, 2026

Copeland Capital Management, LLC holds $23,946,053 across 2 Capital Markets names. MS ranks #1 (99.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	114,388	$23,911,667
2	GS	Goldman Sachs Group Inc	34	$34,386

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,911,667	114,388	-15.3%	Shares	Sole	2026-08-04
2026-03-31	$22,221,227	135,026	-11.8%	Shares	Sole	2026-05-06
2025-12-31	$27,163,865	153,010	-4.2%	Shares	Sole	2026-01-29
2025-09-30	$25,396,084	159,764	-4.6%	Shares	Sole	2025-10-17
2025-06-30	$23,598,416	167,531	-0.1%	Shares	Sole	2025-07-21
2025-03-31	$19,573,491	167,768	-2.0%	Shares	Sole	2025-04-24
2024-12-31	$21,523,640	171,203	-13.6%	Shares	Sole	2025-01-24
2024-09-30	$20,648,483	198,086	-3.9%	Shares	Sole	2024-10-21
2024-06-30	$20,031,053	206,102	+3.8%	Shares	Sole	2024-07-26
2024-03-31	$18,699,327	198,591	+40.7%	Shares	Sole	2024-04-19
2023-12-31	$13,160,932	141,136	-2.1%	Shares	Sole	2024-01-19
2023-09-30	$11,775,179	144,180	-2.3%	Shares	Sole	2023-10-23
2023-06-30	$12,608,456	147,640	+97.8%	Shares	Sole	2023-07-14
2023-03-31	$6,554,796	74,656	-3.6%	Shares	Sole	2023-04-14
2022-12-31	$6,582,588	77,424	-3.4%	Shares	Sole	2023-01-13
2022-09-30	$6,335,178	80,182	+14.9%	Shares	Sole	2022-10-12
2022-06-30	$5,307,922	69,786	—	Shares	Sole	2022-07-15
No filing history on record for this holder in this stock.