Williams Jones Wealth Management, LLC.

Position in MS — Morgan Stanley

CIK 1788587 New York, NY

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$4,075,443

+$1,095,904 QoQ

Shares Held

19,496

+7.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#810

of 2,723 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Williams Jones Wealth Management, LLC. holds $70,568,447 across 4 Capital Markets names. MS ranks #3 (5.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	61,162	$61,857,411
2	FIGR	Figure Technology Solutions, Inc.	134,870	$4,141,857
3	MS	Morgan Stanley This page	19,496	$4,075,443
4	SCHW	Schwab Charles Corp	5,351	$493,736

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,075,443	19,496	+7.7%	Shares	Sole	2026-08-05
2026-03-31	$2,979,539	18,105	+5.5%	Shares	Sole	2026-05-05
2025-12-31	$3,045,882	17,157	+16.8%	Shares	Sole	2026-02-13
2025-09-30	$2,335,917	14,695	-2.2%	Shares	Sole	2025-11-14
2025-06-30	$2,115,717	15,020	-2.7%	Shares	Sole	2025-08-14
2025-03-31	$1,800,101	15,429	+0.7%	Shares	Sole	2025-05-15
2024-12-31	$1,927,161	15,329	-6.2%	Shares	Sole	2025-02-14
2024-09-30	$1,704,324	16,350	-5.4%	Shares	Sole	2024-11-14
2024-06-30	$1,680,512	17,291	+1.2%	Shares	Sole	2024-08-05
2024-03-31	$1,608,629	17,084	-6.5%	Shares	Sole	2024-05-07
2023-12-31	$1,704,330	18,277	-21.2%	Shares	Sole	2024-02-14
2023-09-30	$1,893,600	23,186	-11.4%	Shares	Sole	2023-11-14
2023-06-30	$2,233,722	26,156	-33.6%	Shares	Sole	2023-08-14
2023-03-31	$3,458,881	39,395	+3.4%	Shares	Sole	2023-05-15
2022-12-31	$3,238,241	38,088	+0.8%	Shares	Sole	2023-02-14
2022-09-30	$2,986,578	37,800	+15.0%	Shares	Sole	2022-11-14
2022-06-30	$2,500,700	32,878	+19.0%	Shares	Sole	2022-08-15
2022-03-31	$2,414,337	27,624	-16.7%	Shares	Sole	2022-05-16
2021-12-31	$3,255,967	33,170	+2.6%	Shares	Sole	2022-02-14
2021-09-30	$3,146,518	32,335	-0.1%	Shares	Sole	2021-11-15
2021-06-30	$2,968,463	32,375	+14.1%	Shares	Sole	2021-08-16
2021-03-31	$2,204,301	28,384	+59.6%	Shares	Sole	2021-05-17
2020-12-31	$1,218,531	17,781	+105.1%	Shares	Sole	2021-02-16
2020-09-30	$419,194	8,670	-17.2%	Shares	Sole	2020-11-13
2020-06-30	$505,701	10,470	—	Shares	Sole	2020-08-14
No filing history on record for this holder in this stock.