Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,214,920
+$1,040,438 QoQ
Shares Held
24,947
-1.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#731
of 2,723 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026TD PRIVATE CLIENT WEALTH LLC holds $21,661,280 across 21 Capital Markets names. MS ranks #2 (24.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,467 | $6,540,529 | |
| 2 | MS |
Morgan Stanley
This page
|
24,947 | $5,214,920 | |
| 3 | SCHW |
Schwab Charles Corp
|
43,007 | $3,968,255 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
36,376 | $3,166,167 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
5,967 | $1,680,784 | |
| 6 | LAZ |
Lazard, Inc.
|
8,424 | $353,302 | |
| 7 | HOOD |
Robinhood Markets, Inc.
|
3,323 | $333,230 | |
| 8 | EVR |
Evercore Inc.
|
563 | $192,230 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,214,920 | 24,947 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $4,174,482 | 25,366 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $4,534,471 | 25,542 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $4,319,579 | 27,174 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $5,373,104 | 38,145 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $4,156,835 | 35,629 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $3,515,005 | 27,959 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $3,578,038 | 34,325 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $1,696,937 | 17,460 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,821,901 | 19,349 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $1,902,206 | 20,399 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $1,669,498 | 20,442 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $646,307 | 7,568 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $594,318 | 6,769 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $649,382 | 7,638 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $633,581 | 8,019 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $640,120 | 8,416 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,516,914 | 17,356 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $1,834,217 | 18,686 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $2,307,317 | 23,711 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $3,759,106 | 40,998 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $3,994,830 | 51,440 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $3,746,192 | 54,665 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $3,176,740 | 65,703 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $3,505,517 | 72,578 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $2,288,574 | 67,311 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||