Position in MS
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$5,544,034
+$1,738,501 QoQ
Shares Held
33,688
+57.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
24 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Mar 31, 2026Integrated Wealth Concepts LLC holds $35,533,723 across 26 Capital Markets names. MS ranks #2 (15.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
14,378 | $12,163,644 | |
| 2 | MS |
Morgan Stanley
This page
|
33,688 | $5,544,034 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
43,503 | $3,014,757 | |
| 4 | SCHW |
Schwab Charles Corp
|
27,619 | $2,595,633 | |
| 5 | SF |
Stifel Financial Corp
|
21,462 | $1,586,471 | |
| 6 | MKTX |
Marketaxess Holdings Inc
|
7,796 | $1,286,184 | |
| 7 | TW |
Tradeweb Markets Inc.
|
10,414 | $1,225,311 | |
| 8 | EVR |
Evercore Inc.
|
3,185 | $950,754 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,544,034 | 33,688 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $3,805,533 | 21,436 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $4,412,411 | 27,758 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $3,858,014 | 27,389 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $3,586,785 | 30,743 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $4,553,704 | 36,221 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $3,661,430 | 35,125 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $3,526,733 | 36,287 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $3,201,157 | 33,997 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $2,966,469 | 31,812 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $2,586,080 | 31,665 | Shares | Other | 2023-11-15 | |
| 2023-06-30 | $2,759,017 | 32,307 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $1,949,950 | 22,209 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $1,849,014 | 21,748 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $1,907,459 | 24,142 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $1,766,341 | 23,223 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $2,171,365 | 24,844 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $1,828,131 | 18,624 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $1,542,071 | 15,847 | Shares | Other | 2021-11-15 | |
| 2021-06-30 | $1,137,506 | 12,406 | Shares | Other | 2021-08-13 | |
| 2021-03-31 | $537,096 | 6,916 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $357,589 | 5,218 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $227,583 | 4,707 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $237,829 | 4,924 | Shares | Other | 2020-07-30 | |
| No filing history on record for this holder in this stock. | ||||||