Steward Partners Investment Advisory, LLC

Position in MS — Morgan Stanley

CIK 1723397 STAMFORD, CT

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$21,413,012

+$7,154,339 QoQ

Shares Held

102,435

+18.2% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#413

of 2,735 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Steward Partners Investment Advisory, LLC holds $122,174,425 across 38 Capital Markets names. MS ranks #3 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	43,121	$43,611,285
2	SCHW	Schwab Charles Corp	258,576	$23,858,807
3	MS	Morgan Stanley This page	102,435	$21,413,012
4	IBKR	Interactive Brokers Group, Inc.	114,761	$9,988,797
5	HOOD	Robinhood Markets, Inc.	68,202	$6,839,296
6	EVR	Evercore Inc.	11,077	$3,782,130
7	SF	Stifel Financial Corp	47,953	$3,345,680
8	IREN	IREN Ltd	42,549	$1,945,765

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,413,012	102,435	+18.2%	Shares	Sole	2026-08-13
2026-03-31	$14,258,673	86,642	-14.8%	Shares	Sole	2026-05-08
2025-12-31	$18,055,866	101,706	+2.5%	Shares	Sole	2026-02-12
2025-09-30	$15,777,574	99,255	+4.5%	Shares	Sole	2025-11-12
2025-06-30	$13,382,826	95,008	+0.2%	Shares	Sole	2025-08-12
2025-03-31	$11,065,682	94,846	+32.9%	Shares	Sole	2025-05-13
2024-12-31	$8,972,007	71,365	+7.6%	Shares	Sole	2025-02-06
2024-09-30	$6,913,926	66,327	+27.7%	Shares	Sole	2024-11-14
2024-06-30	$5,049,798	51,958	-31.4%	Shares	Sole	2024-08-08
2024-03-31	$7,132,149	75,745	+17.1%	Shares	Sole	2024-05-15
2023-12-31	$6,033,368	64,701	+16.8%	Shares	Sole	2024-02-12
2023-09-30	$4,523,782	55,391	+37.8%	Shares	Sole	2023-11-13
2023-06-30	$3,431,628	40,183	-4.0%	Shares	Sole	2023-08-14
2023-03-31	$3,673,815	41,843	-4.4%	Shares	Sole	2023-05-15
2022-12-31	$3,719,795	43,752	+9.1%	Shares	Sole	2023-02-15
2022-09-30	$3,169,170	40,111	-11.6%	Shares	Sole	2022-11-10
2022-06-30	$3,451,374	45,377	-7.1%	Shares	Sole	2022-08-04
2022-03-31	$4,268,616	48,840	+21.5%	Shares	Sole	2022-05-02
2021-12-31	$3,945,050	40,190	+5.9%	Shares	Sole	2022-02-08
2021-09-30	$3,694,374	37,965	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$3,378,318	36,845	-3.7%	Shares	Sole	2021-08-13
2021-03-31	$2,972,591	38,277	+11.5%	Shares	Sole	2021-05-14
2020-12-31	$2,351,812	34,318	+53.7%	Shares	Sole	2021-02-11
2020-09-30	$1,079,752	22,332	+107.9%	Shares	Sole	2020-10-30
2020-06-30	$518,790	10,741	+8.1%	Shares	Sole	2020-08-06
2020-03-31	$337,824	9,936	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.