Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,298,347
+$326,397 QoQ
Shares Held
6,211
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,271
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Charles Schwab Trust Co holds $1,298,347 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
|
6,211 | $1,298,347 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,298,347 | 6,211 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $971,950 | 5,906 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $1,351,890 | 7,615 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $1,241,000 | 7,807 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $1,087,861 | 7,723 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $901,042 | 7,723 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $970,935 | 7,723 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $755,844 | 7,251 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $707,543 | 7,280 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $667,217 | 7,086 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $704,597 | 7,556 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $688,069 | 8,425 | Shares | Sole | 2023-10-19 | |
| No filing history on record for this holder in this stock. | ||||||