Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$24,651,666
+$24,358,442 QoQ
Shares Held
117,928
+3587.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#24
of 416 holders
Holding Since
Dec 2020
4 quarters on record
Voting authority
Sole 0.11871650498609321.ToString("F0")%
Shared 0.ToString("F0")%
None 99.8812834950139.ToString("F0")%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Curated Wealth Partners LLC holds $282,014,497 across 11 Capital Markets names. MS ranks #3 (8.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
162,161 | $164,004,769 | |
| 2 | SCHW |
Schwab Charles Corp
|
561,401 | $51,800,470 | |
| 3 | MS |
Morgan Stanley
This page
|
117,928 | $24,651,666 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
146,683 | $14,709,370 | |
| 5 | EVR |
Evercore Inc.
|
20,003 | $6,829,824 | |
| 6 | MC |
Moelis & Co
|
102,627 | $6,713,857 | |
| 7 | PJT |
PJT Partners Inc.
|
37,479 | $5,657,080 | |
| 8 | SNEX |
StoneX Group Inc.
|
36,832 | $4,364,592 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,651,666 | 117,928 | Shares | Sole | 2026-07-13 | |
| 2021-06-30 | $293,224 | 3,198 | Shares | Other | 2021-08-11 | |
| 2021-03-31 | $286,953 | 3,695 | Shares | Other | 2021-05-14 | |
| 2020-12-31 | $288,785 | 4,214 | Shares | Other | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||