Modera Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1542143 WESTWOOD, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,919,196

+$399,393 QoQ

Shares Held

9,181

-0.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,089

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Modera Wealth Management, LLC holds $19,159,241 across 4 Capital Markets names. MS ranks #3 (10.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	137,947	$12,728,369
2	GS	Goldman Sachs Group Inc	3,281	$3,318,304
3	MS	Morgan Stanley This page	9,181	$1,919,196
4	JEF	Jefferies Financial Group Inc.	23,877	$1,193,372

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,919,196	9,181	-0.6%	Shares	Sole	2026-08-03
2026-03-31	$1,519,803	9,235	+15.1%	Shares	Sole	2026-05-06
2025-12-31	$1,423,968	8,021	+6.7%	Shares	Sole	2026-01-21
2025-09-30	$1,194,584	7,515	-3.2%	Shares	Sole	2025-10-31
2025-06-30	$1,093,355	7,762	-13.6%	Shares	Sole	2025-08-06
2025-03-31	$1,048,629	8,988	-8.2%	Shares	Sole	2025-05-08
2024-12-31	$1,230,547	9,788	+5.2%	Shares	Sole	2025-02-06
2024-09-30	$970,265	9,308	+4.6%	Shares	Sole	2024-10-24
2024-06-30	$864,796	8,898	-53.8%	Shares	Sole	2024-07-29
2024-03-31	$1,813,992	19,265	-4.4%	Shares	Sole	2024-05-14
2023-12-31	$1,879,267	20,153	-2.8%	Shares	Sole	2024-02-14
2023-09-30	$1,692,610	20,725	-1.8%	Shares	Sole	2023-11-30
2023-06-30	$1,801,513	21,095	+9.9%	Shares	Sole	2023-08-07
2023-03-31	$1,684,794	19,189	+0.7%	Shares	Sole	2023-05-05
2022-12-31	$1,619,886	19,053	+0.1%	Shares	Sole	2023-02-07
2022-09-30	$1,503,244	19,026	-1.7%	Shares	Sole	2022-11-01
2022-06-30	$1,471,532	19,347	+0.0%	Shares	Sole	2022-07-27
2022-03-31	$1,690,316	19,340	-43.5%	Shares	Sole	2022-05-03
2021-12-31	$3,362,961	34,260	-25.0%	Shares	Sole	2022-02-04
2021-09-30	$4,445,412	45,683	-9.1%	Shares	Sole	2021-11-04
2021-06-30	$4,609,531	50,273	+0.4%	Shares	Sole	2021-08-02
2021-03-31	$3,889,834	50,088	—	Shares	Sole	2021-04-29
No filing history on record for this holder in this stock.