McGuire Investment Group, LLC

Position in MS — Morgan Stanley

CIK 1756959 WAKEFIELD, RI

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$15,886,203

+$3,396,657 QoQ

Shares Held

75,996

+0.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.80%

of 13F equity value

Holder Rank

#466

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

McGuire Investment Group, LLC holds $28,569,398 across 3 Capital Markets names. MS ranks #1 (55.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	75,996	$15,886,203
2	SCHW	Schwab Charles Corp	133,809	$12,346,556
3	HOOD	Robinhood Markets, Inc.	3,357	$336,639

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,886,203	75,996	+0.1%	Shares	Sole	2026-07-27
2026-03-31	$12,489,546	75,892	-6.3%	Shares	Sole	2026-04-29
2025-12-31	$14,378,509	80,992	+0.3%	Shares	Sole	2026-01-26
2025-09-30	$12,842,060	80,788	-0.5%	Shares	Sole	2025-10-21
2025-06-30	$11,440,085	81,216	+1.4%	Shares	Sole	2025-07-18
2025-03-31	$9,347,600	80,120	+0.1%	Shares	Sole	2025-04-25
2024-12-31	$10,059,737	80,017	-0.2%	Shares	Sole	2025-01-21
2024-09-30	$8,357,129	80,172	-1.9%	Shares	Sole	2024-10-10
2024-06-30	$7,939,937	81,695	+0.0%	Shares	Sole	2024-07-24
2024-03-31	$7,689,105	81,660	+1.6%	Shares	Sole	2024-04-26
2023-12-31	$7,493,197	80,356	-2.0%	Shares	Sole	2024-01-12
2023-09-30	$6,694,408	81,969	+2.6%	Shares	Sole	2023-10-12
2023-06-30	$6,824,655	79,914	-2.3%	Shares	Sole	2023-07-18
2023-03-31	$7,184,410	81,827	-2.4%	Shares	Sole	2023-04-20
2022-12-31	$7,130,712	83,871	+0.3%	Shares	Sole	2023-01-10
2022-09-30	$6,606,105	83,611	-0.6%	Shares	Sole	2022-10-13
2022-06-30	$6,399,916	84,143	-0.3%	Shares	Sole	2022-07-15
2022-03-31	$7,379,094	84,429	+0.5%	Shares	Sole	2022-04-25
2021-12-31	$8,247,403	84,020	-2.8%	Shares	Sole	2022-01-13
2021-09-30	$8,412,936	86,455	+0.5%	Shares	Sole	2021-10-19
2021-06-30	$7,886,165	86,009	-1.9%	Shares	Sole	2021-07-16
2021-03-31	$6,809,850	87,688	+1.9%	Shares	Sole	2021-04-20
2020-12-31	$5,895,910	86,034	+0.7%	Shares	Sole	2021-01-13
2020-09-30	$4,130,927	85,438	+0.1%	Shares	Sole	2020-10-19
2020-06-30	$4,120,666	85,314	-1.2%	Shares	Sole	2020-07-14
2020-03-31	$2,936,886	86,379	—	Shares	Sole	2020-04-02
No filing history on record for this holder in this stock.