Relyea Zuckerberg Hanson LLC

Position in MS — Morgan Stanley

CIK 1793691 STAMFORD, CT

Position in MS

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$1,874,879

+$358,861 QoQ

Shares Held

8,969

-2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.53%

of 13F equity value

Holder Rank

#1,103

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $4,245,179 across 3 Capital Markets names. MS ranks #1 (44.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	8,969	$1,874,879
2	GS	Goldman Sachs Group Inc	1,698	$1,717,306
3	SCHW	Schwab Charles Corp	7,077	$652,994

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,874,879	8,969	-2.6%	Shares	Sole	2026-07-16
2026-03-31	$1,516,018	9,212	+11.0%	Shares	Sole	2026-04-30
2025-12-31	$1,473,676	8,301	-8.0%	Shares	Sole	2026-01-20
2025-09-30	$1,434,296	9,023	-10.5%	Shares	Sole	2025-10-21
2025-06-30	$1,419,446	10,077	+5.7%	Shares	Sole	2025-07-22
2025-03-31	$1,112,798	9,538	-16.2%	Shares	Sole	2025-04-16
2024-12-31	$1,430,945	11,382	-0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,186,563	11,383	-0.3%	Shares	Sole	2024-10-17
2024-06-30	$1,109,423	11,415	-1.9%	Shares	Sole	2024-10-31
2024-03-31	$1,095,739	11,637	+2.4%	Shares	Sole	2024-10-31
2023-12-31	$1,059,786	11,365	-3.1%	Shares	Sole	2024-10-31
2023-09-30	$958,152	11,732	+0.1%	Shares	Sole	2024-10-31
2023-06-30	$1,000,973	11,721	+0.4%	Shares	Sole	2023-07-17
2023-03-31	$1,025,328	11,678	+14.1%	Shares	Sole	2023-04-18
2022-12-31	$870,434	10,238	-0.1%	Shares	Sole	2023-01-18
2022-09-30	$809,931	10,251	+2.0%	Shares	Sole	2022-11-02
2022-06-30	$764,174	10,047	+0.2%	Shares	Sole	2022-07-18
2022-03-31	$876,534	10,029	-3.9%	Shares	Sole	2022-04-19
2021-12-31	$1,024,005	10,432	-6.6%	Shares	Sole	2022-01-27
2021-09-30	$1,086,563	11,166	+11.3%	Shares	Sole	2021-10-22
2021-06-30	$920,200	10,036	0.0%	Shares	Sole	2021-07-23
2021-03-31	$779,395	10,036	0.0%	Shares	Sole	2021-04-29
2020-12-31	$687,767	10,036	0.0%	Shares	Sole	2021-01-28
2020-09-30	$485,240	10,036	0.0%	Shares	Sole	2020-10-16
2020-06-30	$484,738	10,036	0.0%	Shares	Sole	2020-07-13
2020-03-31	$341,224	10,036	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.