Westbourne Investment Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1650092 ANNAPOLIS, MD

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$14,339,307

+$2,593,617 QoQ

Shares Held

68,596

-3.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

4.26%

of 13F equity value

Holder Rank

#484

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 60% Shared 0% None 40%

Financial Services · as of Jun 30, 2026

Westbourne Investment Advisors, Inc. holds $42,719,260 across 3 Capital Markets names. MS ranks #2 (33.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	16,888	$17,080,016
2	MS	Morgan Stanley This page	68,596	$14,339,307
3	SCHW	Schwab Charles Corp	122,466	$11,299,937

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$14,339,307	68,596	-3.9%	Shares	Sole	2026-07-27
2026-03-31	$11,745,690	71,372	-0.1%	Shares	Sole	2026-04-28
2025-12-31	$12,680,612	71,428	-5.3%	Shares	Sole	2026-01-23
2025-09-30	$11,984,471	75,393	-1.8%	Shares	Sole	2025-10-20
2025-06-30	$10,811,005	76,750	+0.7%	Shares	Sole	2025-08-08
2025-03-31	$8,891,654	76,212	-0.1%	Shares	Sole	2025-04-30
2024-12-31	$9,588,664	76,270	-0.9%	Shares	Sole	2025-01-28
2024-09-30	$8,025,333	76,989	+0.9%	Shares	Sole	2024-10-29
2024-06-30	$7,416,763	76,312	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$7,197,778	76,442	+0.9%	Shares	Sole	2024-04-22
2023-12-31	$7,066,578	75,781	+0.6%	Shares	Sole	2024-01-18
2023-09-30	$6,149,342	75,295	+0.8%	Shares	Sole	2023-11-06
2023-06-30	$6,381,856	74,729	+1.7%	Shares	Sole	2023-08-09
2023-03-31	$6,453,475	73,502	-3.7%	Shares	Sole	2023-04-24
2022-12-31	$6,488,981	76,323	+0.1%	Shares	Sole	2023-02-09
2022-09-30	$6,025,776	76,266	-2.7%	Shares	Sole	2022-11-02
2022-06-30	$5,961,126	78,374	-0.3%	Shares	Sole	2022-08-04
2022-03-31	$6,867,192	78,572	+0.5%	Shares	Sole	2022-06-15
2021-12-31	$7,675,817	78,197	+0.8%	Shares	Sole	2022-01-24
2021-09-30	$7,546,682	77,553	-1.9%	Shares	Sole	2021-10-25
2021-06-30	$7,245,618	79,023	+1.0%	Shares	Sole	2021-08-02
2021-03-31	$6,076,662	78,247	-4.0%	Shares	Sole	2021-04-27
2020-12-31	$5,586,222	81,515	-1.4%	Shares	Sole	2021-01-22
2020-09-30	$3,999,028	82,710	-3.3%	Shares	Sole	2020-11-03
2020-06-30	$4,132,306	85,555	-0.0%	Shares	Sole	2020-07-14
2020-03-31	$2,909,720	85,580	—	Shares	Sole	2020-04-21
No filing history on record for this holder in this stock.