Howard Capital Management Inc.

Position in MS — Morgan Stanley

CIK 1733173 ROSWELL, GA

Position in MS

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

Position Value

$1,813,212

+$1,047,633 QoQ

Shares Held

8,674

+86.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,120

of 2,723 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Howard Capital Management Inc. holds $15,456,228 across 5 Capital Markets names. MS ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	113,281	$9,859,978
2	GS	Goldman Sachs Group Inc	2,181	$2,205,797
3	MS	Morgan Stanley This page	8,674	$1,813,212
4	SCHW	Schwab Charles Corp	11,801	$1,088,878
5	HOOD	Robinhood Markets, Inc.	4,870	$488,363

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,813,212	8,674	+86.5%	Shares	Sole	2026-07-28
2026-03-31	$765,579	4,652	-49.2%	Shares	Sole	2026-05-05
2025-12-31	$1,626,707	9,163	+0.5%	Shares	Sole	2026-01-23
2025-09-30	$1,448,761	9,114	-12.6%	Shares	Sole	2025-11-04
2025-06-30	$1,468,888	10,428	+13.9%	Shares	Sole	2025-08-01
2025-03-31	$1,067,880	9,153	-10.7%	Shares	Sole	2025-05-08
2024-12-31	$1,287,875	10,244	+4.9%	Shares	Sole	2025-02-04
2024-09-30	$1,018,216	9,768	—	Shares	Sole	2024-11-12
No filing history on record for this holder in this stock.