Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$142,774
+$28,727 QoQ
Shares Held
683
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#2,473
of 2,722 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Clearstead Trust, LLC holds $1,455,973 across 11 Capital Markets names. MS ranks #2 (9.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
13,064 | $1,205,415 | |
| 2 | MS |
Morgan Stanley
This page
|
683 | $142,774 | |
| 3 | GS |
Goldman Sachs Group Inc
|
33 | $33,375 | |
| 4 | IREN |
IREN Ltd
|
726 | $33,199 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
129 | $12,936 | |
| 6 | SF |
Stifel Financial Corp
|
124 | $8,651 | |
| 7 | XP |
XP Inc.
|
429 | $6,975 | |
| 8 | EVR |
Evercore Inc.
|
12 | $4,097 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $142,774 | 683 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $114,047 | 693 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $123,028 | 693 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $117,312 | 738 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $103,954 | 738 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $125,770 | 1,078 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $150,864 | 1,200 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||