SlateStone Wealth, LLC

Position in MS — Morgan Stanley

CIK 1764049 JUPITER, FL

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,259,675

+$251,684 QoQ

Shares Held

6,026

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,286

of 2,723 holders

Holding Since

Mar 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SlateStone Wealth, LLC holds $1,384,908 across 2 Capital Markets names. MS ranks #1 (91.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	6,026	$1,259,675
2	BGC	BGC Group, Inc.	11,715	$125,233

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,259,675	6,026	-1.6%	Shares	Sole	2026-07-20
2026-03-31	$1,007,991	6,125	-1.2%	Shares	Sole	2026-05-14
2025-12-31	$1,100,330	6,198	+1.8%	Shares	Sole	2026-02-11
2025-09-30	$967,748	6,088	+0.1%	Shares	Sole	2025-11-05
2025-06-30	$856,569	6,081	+18.4%	Shares	Sole	2025-08-12
2025-03-31	$599,100	5,135	-5.3%	Shares	Sole	2025-05-08
2024-12-31	$681,653	5,422	+4.0%	Shares	Sole	2025-02-10
2024-09-30	$543,298	5,212	+3.8%	Shares	Sole	2024-11-07
2024-06-30	$487,990	5,021	+0.1%	Shares	Sole	2024-07-25
2024-03-31	$472,400	5,017	+4.8%	Shares	Sole	2024-04-26
2023-12-31	$446,201	4,785	-6.0%	Shares	Sole	2024-02-01
2023-09-30	$415,863	5,092	+11.6%	Shares	Sole	2023-10-12
2023-06-30	$389,594	4,562	+11.1%	Shares	Sole	2023-08-07
2023-03-31	$360,594	4,107	+15.6%	Shares	Sole	2023-08-08
2022-12-31	$302,076	3,553	+3.8%	Shares	Sole	2023-02-01
2022-09-30	$270,451	3,423	-82.9%	Shares	Sole	2022-11-03
2020-09-30	$965,065	19,960	+96.3%	Shares	Sole	2020-10-27
2020-06-30	$491,211	10,170	0.0%	Shares	Sole	2020-07-29
2020-03-31	$345,780	10,170	—	Shares	Sole	2020-04-28
No filing history on record for this holder in this stock.