Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,625,758
-$626,313 QoQ
Shares Held
55,615
-25.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#525
of 2,718 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Vestmark Advisory Solutions, Inc. holds $89,408,984 across 14 Capital Markets names. MS ranks #3 (13.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
21,819 | $22,067,080 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
153,752 | $15,418,249 | |
| 3 | MS |
Morgan Stanley
This page
|
55,615 | $11,625,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
111,145 | $10,255,347 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
112,903 | $9,827,076 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
16,998 | $4,787,995 | |
| 7 | CRCL |
Circle Internet Group, Inc.
|
71,322 | $4,466,896 | |
| 8 | MC |
Moelis & Co
|
58,131 | $3,802,929 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,625,758 | 55,615 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $12,252,071 | 74,449 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $11,615,963 | 65,431 | Shares | Other | 2026-02-06 | |
| 2025-09-30 | $5,287,326 | 33,262 | Shares | Other | 2025-11-10 | |
| 2025-06-30 | $3,320,069 | 23,570 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $1,271,468 | 10,898 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $940,637 | 7,482 | Shares | Other | 2025-02-06 | |
| 2024-09-30 | $382,873 | 3,673 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $355,034 | 3,653 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $335,115 | 3,559 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $398,364 | 4,272 | Shares | Sole | 2024-02-06 | |
| 2023-06-30 | $3,557,251 | 41,654 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,881,813 | 44,212 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $3,848,855 | 45,270 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $3,553,237 | 44,972 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $3,219,087 | 42,323 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $3,585,934 | 41,029 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $3,841,687 | 39,137 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,052,183 | 41,642 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,238,461 | 46,226 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $3,411,759 | 43,932 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $2,893,062 | 42,216 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,942,799 | 40,182 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $1,879,691 | 38,917 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $435,370 | 12,805 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||