Measured Wealth Private Client Group, LLC

Position in MS — Morgan Stanley

CIK 1720235 PORTSMOUTH, NH

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$439,611

+$76,406 QoQ

Shares Held

2,103

-4.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#1,879

of 2,723 holders

Holding Since

Sep 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Measured Wealth Private Client Group, LLC holds $1,417,532 across 5 Capital Markets names. MS ranks #2 (31.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	10,538	$917,227
2	MS	Morgan Stanley This page	2,103	$439,611
3	GS	Goldman Sachs Group Inc	59	$59,670
4	VIRT	Virtu Financial, Inc.	17	$1,012
5	SF	Stifel Financial Corp	0	$12

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$439,611	2,103	-4.7%	Shares	Sole	2026-08-10
2026-03-31	$363,205	2,207	-4.3%	Shares	Sole	2026-05-13
2025-12-31	$409,561	2,307	-13.2%	Shares	Sole	2026-02-10
2025-09-30	$422,356	2,657	-9.0%	Shares	Sole	2025-11-14
2025-06-30	$411,452	2,921	+24.1%	Shares	Sole	2025-08-13
2025-03-31	$274,641	2,354	-43.8%	Shares	Sole	2025-05-12
2024-12-31	$526,263	4,186	+11.5%	Shares	Sole	2025-01-27
2024-09-30	$391,316	3,754	-3.1%	Shares	Sole	2024-10-28
2024-06-30	$376,514	3,874	+5.9%	Shares	Sole	2024-08-12
2024-03-31	$344,437	3,658	+13.4%	Shares	Sole	2024-04-18
2023-12-31	$300,917	3,227	-9.8%	Shares	Sole	2024-02-06
2023-09-30	$292,296	3,579	+0.8%	Shares	Sole	2023-10-18
2023-06-30	$303,170	3,550	+0.8%	Shares	Sole	2023-07-20
2023-03-31	$309,231	3,522	-14.9%	Shares	Sole	2023-05-01
2022-12-31	$351,727	4,137	-1.7%	Shares	Sole	2023-01-23
2022-09-30	$332,474	4,208	+42.9%	Shares	Sole	2022-10-27
2021-12-31	$289,081	2,945	+4.7%	Shares	Sole	2022-01-28
2021-09-30	$273,830	2,814	—	Shares	Sole	2021-11-01
No filing history on record for this holder in this stock.