Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$568,379
+$120,914 QoQ
Shares Held
2,719
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,717
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Broadleaf Partners, LLC holds $811,971 across 2 Capital Markets names. MS ranks #1 (70.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,719 | $568,379 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,640 | $243,592 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $568,379 | 2,719 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $447,465 | 2,719 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $482,704 | 2,719 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $432,212 | 2,719 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $382,998 | 2,719 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $317,225 | 2,719 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $341,832 | 2,719 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $283,428 | 2,719 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $264,259 | 2,719 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $256,021 | 2,719 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $253,546 | 2,719 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $222,060 | 2,719 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $232,202 | 2,719 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $238,728 | 2,719 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $231,169 | 2,719 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $214,828 | 2,719 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $206,807 | 2,719 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $237,640 | 2,719 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $266,897 | 2,719 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $264,585 | 2,719 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $249,305 | 2,719 | Shares | Sole | 2021-07-15 | |
| 2021-03-31 | $211,157 | 2,719 | Shares | Sole | 2021-04-23 | |
| No filing history on record for this holder in this stock. | ||||||