SIMON QUICK ADVISORS, LLC

Position in MS — Morgan Stanley

CIK 1692038 MORRISTOWN, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$6,418,573

+$308,748 QoQ

Shares Held

30,705

-17.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.88%

of 13F equity value

Holder Rank

#678

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Financial Services · as of Jun 30, 2026

SIMON QUICK ADVISORS, LLC holds $7,178,123 across 3 Capital Markets names. MS ranks #1 (89.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	30,705	$6,418,573
2	GS	Goldman Sachs Group Inc	517	$522,878
3	SCHW	Schwab Charles Corp	2,565	$236,672

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,418,573	30,705	-17.3%	Shares	Sole	2026-07-28
2026-03-31	$6,109,825	37,126	+6.1%	Shares	Sole	2026-05-06
2025-12-31	$6,210,531	34,983	+3.0%	Shares	Sole	2026-01-29
2025-09-30	$5,396,692	33,950	-10.7%	Shares	Sole	2025-10-21
2025-06-30	$5,357,187	38,032	-17.9%	Shares	Sole	2025-10-08
2025-03-31	$5,404,154	46,320	-5.9%	Shares	Sole	2025-04-15
2024-12-31	$6,191,332	49,247	+1.6%	Shares	Sole	2025-01-17
2024-09-30	$5,052,617	48,471	+1.8%	Shares	Sole	2024-10-15
2024-06-30	$4,627,215	47,610	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$4,371,660	46,428	+1.4%	Shares	Sole	2024-04-19
2023-12-31	$4,269,264	45,783	-1.5%	Shares	Sole	2024-01-16
2023-09-30	$3,795,776	46,477	+1.8%	Shares	Sole	2023-10-24
2023-06-30	$3,897,399	45,637	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$4,004,294	45,607	+2.3%	Shares	Sole	2023-05-15
2022-12-31	$3,790,956	44,589	-0.2%	Shares	Sole	2023-01-30
2022-09-30	$3,528,744	44,662	+1.1%	Shares	Sole	2022-11-07
2022-06-30	$3,359,798	44,173	+2917.3%	Shares	Sole	2022-08-08
2022-03-31	$127,953	1,464	+1335.3%	Shares	Sole	2022-05-05
2021-12-31	$10,012	102	-98.7%	Shares	Sole	2022-02-08
2021-09-30	$769,527	7,908	+4062.1%	Shares	Sole	2021-10-27
2021-06-30	$17,421	190	+86.3%	Shares	Sole	2021-07-21
2021-03-31	$7,921	102	-36.6%	Shares	Sole	2021-05-06
2020-12-31	$11,033	161	-85.1%	Shares	Sole	2021-01-27
2020-09-30	$52,072	1,077	+164.6%	Shares	Sole	2020-10-26
2020-06-30	$19,658	407	-90.8%	Shares	Sole	2020-08-04
2020-03-31	$150,994	4,441	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.