EDMOND DE ROTHSCHILD HOLDING S.A.

Position in MS — Morgan Stanley

CIK 1649647 Chambesy, V8

Position in MS

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

Position Value

$3,110,304

+$1,748,488 QoQ

Shares Held

14,879

+79.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#906

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

EDMOND DE ROTHSCHILD HOLDING S.A. holds $6,312,802 across 6 Capital Markets names. MS ranks #1 (49.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	14,879	$3,110,304
2	SCHW	Schwab Charles Corp	10,000	$922,700
3	FUTU	Futu Holdings Ltd	9,600	$899,904
4	GS	Goldman Sachs Group Inc	768	$776,731
5	IBKR	Interactive Brokers Group, Inc.	5,008	$435,896
6	HOOD	Robinhood Markets, Inc.	1,668	$167,267

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,110,304	14,879	+79.8%	Shares	Sole	2026-08-10
2026-03-31	$1,361,816	8,275	-16.8%	Shares	Sole	2026-05-13
2025-12-31	$1,766,245	9,949	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$1,566,232	9,853	-13.8%	Shares	Sole	2025-11-13
2025-06-30	$1,611,015	11,437	+16.1%	Shares	Sole	2025-08-12
2025-03-31	$1,149,431	9,852	+11095.5%	Shares	Sole	2025-05-15
2024-12-31	$11,063	88	-98.0%	Shares	Sole	2025-02-12
2024-09-30	$457,613	4,390	-60.1%	Shares	Sole	2024-11-14
2024-06-30	$1,068,506	10,994	-30.8%	Shares	Sole	2024-08-13
2024-03-31	$1,496,954	15,898	-86.0%	Shares	Sole	2024-05-08
2023-12-31	$10,568,581	113,336	-3.6%	Shares	Sole	2024-02-12
2023-09-30	$9,599,735	117,543	+19.7%	Shares	Sole	2023-11-13
2023-06-30	$8,385,254	98,188	-4.8%	Shares	Sole	2023-08-09
2023-03-31	$9,057,885	103,165	+6.4%	Shares	Sole	2023-05-11
2022-12-31	$8,244,643	96,973	+13.9%	Shares	Sole	2023-02-09
2022-09-30	$6,728,569	85,161	+7.6%	Shares	Sole	2022-11-09
2022-06-30	$6,017,181	79,111	-7.8%	Shares	Sole	2022-08-12
2022-03-31	$7,498,569	85,796	-17.2%	Shares	Sole	2022-05-10
2021-12-31	$10,167,313	103,579	+6.4%	Shares	Sole	2022-02-10
2021-09-30	$9,469,527	97,313	-7.6%	Shares	Sole	2021-11-12
2021-06-30	$9,659,081	105,345	+13.8%	Shares	Sole	2021-08-11
2021-03-31	$7,191,548	92,603	+12.7%	Shares	Sole	2021-05-17
2020-12-31	$5,632,891	82,196	+2192.1%	Shares	Sole	2021-02-12
2020-09-30	$173,382	3,586	-6.5%	Shares	Sole	2020-11-12
2020-06-30	$185,278	3,836	-9.7%	Shares	Sole	2020-08-07
2020-03-31	$144,500	4,250	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.