Skip to main content
Equibles

Focus Partners Wealth

Position in MS — Morgan Stanley

CIK 1542153 ST LOUIS, MO
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 12, 2026
Position Value
$72,174,822
+$9,042,644 QoQ
Shares Held
345,268
-10.0% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#223
of 2,735 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 51% Shared 7% None 43%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Focus Partners Wealth holds $719,342,910 across 26 Capital Markets names. MS ranks #3 (10.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 257,173 $260,097,057
2 SCHW
Schwab Charles Corp
 2,498,544 $230,540,654
3 MS
Morgan Stanley
This page 		345,268 $72,174,822
4 VIRT
Virtu Financial, Inc.
 1,051,137 $62,616,231
5 TW
Tradeweb Markets Inc.
 392,874 $39,153,822
6 EVR
Evercore Inc.
 32,650 $11,148,016
7 JEF
Jefferies Financial Group Inc.
 218,333 $10,912,283
8 HOOD
Robinhood Markets, Inc.
 80,655 $8,088,083

All Filings in MS

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $72,174,822 345,268
2026-03-31 $63,132,178 383,619
2025-12-31 $68,677,835 386,852
2025-09-30 $37,641,410 236,798
2025-06-30 $32,803,899 232,883
2025-03-31 $19,874,734 170,350
2024-12-31 $21,882,697 174,059
2024-09-30 $7,793,816 74,768
2024-06-30 $31,298,678 322,036
2024-03-31 $12,840,316 136,367
2023-12-31 $608,456 6,525