LYELL WEALTH MANAGEMENT, LP

Position in MS — Morgan Stanley

CIK 1686444 MENLO PARK, CA

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$23,216,400

+$5,114,359 QoQ

Shares Held

111,062

+1.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

1.70%

of 13F equity value

Holder Rank

#396

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LYELL WEALTH MANAGEMENT, LP holds $24,635,329 across 3 Capital Markets names. MS ranks #1 (94.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	111,062	$23,216,400
2	SCHW	Schwab Charles Corp	8,078	$745,357
3	GS	Goldman Sachs Group Inc	666	$673,572

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,216,400	111,062	+1.0%	Shares	Sole	2026-08-05
2026-03-31	$18,102,041	109,996	+0.2%	Shares	Sole	2026-05-07
2025-12-31	$19,486,047	109,762	+0.9%	Shares	Sole	2026-02-12
2025-09-30	$17,294,530	108,798	+0.5%	Shares	Sole	2025-11-06
2025-06-30	$15,252,320	108,280	+4.7%	Shares	Sole	2025-07-29
2025-03-31	$12,060,294	103,371	+7.3%	Shares	Sole	2025-05-08
2024-12-31	$12,106,836	96,300	+1.2%	Shares	Sole	2025-02-03
2024-09-30	$9,917,497	95,141	+4.0%	Shares	Sole	2024-10-23
2024-06-30	$8,895,217	91,524	+8.6%	Shares	Sole	2024-08-08
2024-03-31	$7,933,356	84,254	+6.5%	Shares	Sole	2024-05-03
2023-12-31	$7,377,380	79,114	+7.9%	Shares	Sole	2024-02-02
2023-09-30	$5,989,841	73,342	-1.6%	Shares	Sole	2023-10-31
2023-06-30	$6,365,203	74,534	+6.3%	Shares	Sole	2023-08-04
2023-03-31	$6,156,799	70,123	+7.1%	Shares	Sole	2023-05-03
2022-12-31	$5,567,449	65,484	-1.1%	Shares	Sole	2023-01-24
2022-09-30	$5,230,303	66,198	+2.8%	Shares	Sole	2022-10-24
2022-06-30	$4,898,872	64,408	-0.8%	Shares	Sole	2022-07-28
2022-03-31	$5,672,522	64,903	+150.2%	Shares	Sole	2022-05-04
2021-12-31	$2,546,663	25,944	+132.6%	Shares	Sole	2022-02-08
2021-09-30	$1,085,395	11,154	0.0%	Shares	Sole	2021-11-10
2021-06-30	$1,022,710	11,154	+2.2%	Shares	Sole	2021-08-09
2021-03-31	$847,581	10,914	+30.6%	Shares	Sole	2021-05-07
2020-12-31	$572,636	8,356	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.