WADDELL & ASSOCIATES, LLC

Position in MS — Morgan Stanley

CIK 1776757 MEMPHIS, TN

Position in MS

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$758,397

+$204,455 QoQ

Shares Held

3,628

+7.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#215

of 416 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

WADDELL & ASSOCIATES, LLC holds $4,911,770 across 8 Capital Markets names. MS ranks #4 (15.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,444	$1,460,418
2	EVR	Evercore Inc.	2,840	$969,689
3	JEF	Jefferies Financial Group Inc.	15,558	$777,588
4	MS	Morgan Stanley This page	3,628	$758,397
5	SCHW	Schwab Charles Corp	4,448	$410,416
6	TW	Tradeweb Markets Inc.	2,749	$273,965
7	LPLA	LPL Financial Holdings Inc.	727	$204,781
8	NAKA	Nakamoto Inc.	14,308	$56,516

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$758,397	3,628	+7.8%	Shares	Sole	2026-07-15
2026-03-31	$553,942	3,366	+4.2%	Shares	Sole	2026-05-11
2025-12-31	$573,599	3,231	+5.3%	Shares	Sole	2026-02-11
2025-09-30	$487,530	3,067	+10.3%	Shares	Sole	2025-11-10
2025-06-30	$391,731	2,781	-10.8%	Shares	Sole	2025-08-12
2025-03-31	$363,660	3,117	+0.2%	Shares	Sole	2025-05-14
2024-12-31	$391,240	3,112	0.0%	Shares	Sole	2025-05-14
2024-09-30	$324,394	3,112	-2.1%	Shares	Sole	2024-11-12
2024-06-30	$308,869	3,178	+4.7%	Shares	Sole	2024-08-06
2024-03-31	$285,775	3,035	+0.5%	Shares	Sole	2024-05-08
2023-12-31	$281,708	3,021	-29.3%	Shares	Sole	2024-02-14
2023-09-30	$348,812	4,271	-2.3%	Shares	Sole	2023-11-07
2023-06-30	$373,368	4,372	+1.3%	Shares	Sole	2023-08-07
2023-03-31	$379,032	4,317	+2.0%	Shares	Sole	2023-05-10
2022-12-31	$359,974	4,234	—	Shares	Sole	2023-02-10
No filing history on record for this holder in this stock.