Ellevest, Inc.

Position in MS — Morgan Stanley

CIK 1644128 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,149,929

+$183,739 QoQ

Shares Held

5,501

-6.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,320

of 2,723 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Ellevest, Inc. holds $5,610,500 across 5 Capital Markets names. MS ranks #2 (20.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,478	$2,506,174
2	MS	Morgan Stanley This page	5,501	$1,149,929
3	NMR	Nomura Holdings Inc	81,348	$714,235
4	HOOD	Robinhood Markets, Inc.	6,377	$639,485
5	SCHW	Schwab Charles Corp	6,510	$600,677

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,929	5,501	-6.3%	Shares	Sole	2026-08-10
2026-03-31	$966,190	5,871	+4.1%	Shares	Sole	2026-05-11
2025-12-31	$1,001,624	5,642	+19.6%	Shares	Sole	2026-02-10
2025-09-30	$749,655	4,716	+45.4%	Shares	Sole	2025-11-14
2025-06-30	$456,808	3,243	-29.2%	Shares	Sole	2025-08-05
2025-03-31	$534,115	4,578	-3.1%	Shares	Sole	2025-05-14
2024-12-31	$593,901	4,724	+2.3%	Shares	Sole	2025-02-14
2024-09-30	$481,380	4,618	+228.2%	Shares	Sole	2024-11-13
2023-03-31	$123,534	1,407	-12.1%	Shares	Sole	2023-05-04
2022-12-31	$136,117	1,601	-2.1%	Shares	Sole	2023-02-03
2022-09-30	$129,260	1,636	-28.3%	Shares	Sole	2022-11-02
2022-06-30	$173,644	2,283	-64.1%	Shares	Sole	2022-07-18
2022-03-31	$556,213	6,364	+15.4%	Shares	Sole	2022-04-19
2021-12-31	$541,352	5,515	+6.8%	Shares	Sole	2022-01-24
2021-09-30	$502,606	5,165	+6.1%	Shares	Sole	2021-10-19
2021-06-30	$446,255	4,867	+21.8%	Shares	Sole	2021-07-13
2021-03-31	$310,329	3,996	+0.1%	Shares	Sole	2021-05-03
2020-12-31	$273,640	3,993	+77.4%	Shares	Sole	2021-02-04
2020-09-30	$108,835	2,251	+4.6%	Shares	Sole	2020-10-26
2020-06-30	$103,941	2,152	+67.3%	Shares	Sole	2020-07-06
2020-03-31	$43,724	1,286	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.