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Equibles

Principle Wealth Partners LLC

Position in MS — Morgan Stanley

CIK 1743413 MADISON, CT
Back to MS Full portfolio

Position in MS

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$2,649,582
+$620,105 QoQ
Shares Held
12,675
+2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#981
of 2,738 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in MS Over Time

Shares Held

Position Value (USD)

Position in Capital Markets

Financial Services · as of Jun 30, 2026

Principle Wealth Partners LLC holds $23,617,407 across 6 Capital Markets names. MS ranks #2 (11.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 GS
Goldman Sachs Group Inc
 18,213 $18,420,081
2 MS
Morgan Stanley
This page 		12,675 $2,649,582
3 HOOD
Robinhood Markets, Inc.
 14,046 $1,408,532
4 PJT
PJT Partners Inc.
 3,514 $530,403
5 SCHW
Schwab Charles Corp
 4,753 $438,559
6 ABTC
American Bitcoin Corp.
 16,667 $170,250

All Filings in MS

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,649,582 12,675
2026-03-31 $2,029,477 12,332
2025-12-31 $2,101,422 11,837
2025-09-30 $1,843,936 11,600
2025-06-30 $1,642,991 11,664
2025-03-31 $1,358,038 11,640
2024-12-31 $1,461,746 11,627
2024-09-30 $1,216,897 11,674
2024-06-30 $1,131,680 11,644
2024-03-31 $1,096,022 11,640
2023-12-31 $1,085,057 11,636
2023-09-30 $949,822 11,630
2023-06-30 $992,775 11,625
2023-03-31 $1,103,207 12,565
2022-12-31 $1,067,936 12,561
2022-09-30 $994,577 12,588
2022-06-30 $957,443 12,588
2022-03-31 $1,100,191 12,588
2021-12-31 $1,235,343 12,585
2021-09-30 $1,212,190 12,457
2021-06-30 $1,209,116 13,187
2021-03-31 $1,068,834 13,763
2020-12-31 $943,178 13,763
2020-09-30 $689,132 14,253
2020-06-30 $688,419 14,253
2020-03-31 $484,602 14,253