Wilkinson Global Asset Management LLC

Position in MS — Morgan Stanley

CIK 1764000 New York, NY

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$448,181

+$83,001 QoQ

Shares Held

2,144

-3.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,865

of 2,723 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Wilkinson Global Asset Management LLC holds $448,181 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	2,144	$448,181

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,181	2,144	-3.4%	Shares	Sole	2026-08-06
2026-03-31	$365,180	2,219	0.0%	Shares	Sole	2026-05-13
2025-12-31	$393,939	2,219	-0.2%	Shares	Sole	2026-02-11
2025-09-30	$353,527	2,224	0.0%	Shares	Sole	2025-11-04
2025-06-30	$313,272	2,224	+2.3%	Shares	Sole	2025-08-11
2025-03-31	$253,640	2,174	-21.6%	Shares	Sole	2025-05-01
2024-12-31	$348,747	2,774	0.0%	Shares	Sole	2025-01-31
2024-09-30	$289,161	2,774	0.0%	Shares	Sole	2024-10-31
2024-06-30	$269,605	2,774	-38.3%	Shares	Sole	2024-08-06
2024-03-31	$423,155	4,494	-18.1%	Shares	Sole	2024-05-10
2023-12-31	$511,383	5,484	-1.2%	Shares	Sole	2024-02-12
2023-09-30	$453,186	5,549	0.0%	Shares	Sole	2023-11-14
2023-06-30	$473,884	5,549	+14.8%	Shares	Sole	2023-07-28
2023-03-31	$424,513	4,835	0.0%	Shares	Sole	2023-05-12
2022-12-31	$411,071	4,835	0.0%	Shares	Sole	2023-01-31
2022-09-30	$382,013	4,835	+5.5%	Shares	Sole	2022-10-19
2022-06-30	$348,735	4,585	+4.6%	Shares	Sole	2022-07-26
2022-03-31	$383,249	4,385	+18.5%	Shares	Sole	2022-05-09
2021-12-31	$363,192	3,700	-1.9%	Shares	Sole	2022-02-14
2021-09-30	$366,858	3,770	+15.3%	Shares	Sole	2021-11-15
2021-06-30	$299,826	3,270	—	Shares	Sole	2021-08-16
No filing history on record for this holder in this stock.