SkyOak Wealth, LLC

Position in MS — Morgan Stanley

CIK 1800379 SOUTHFIELD, MI

Position in MS

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

Position Value

$8,559,351

+$1,667,489 QoQ

Shares Held

40,946

-2.2% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

3.82%

of 13F equity value

Holder Rank

#597

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SkyOak Wealth, LLC holds $9,152,671 across 3 Capital Markets names. MS ranks #1 (93.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	40,946	$8,559,351
2	GS	Goldman Sachs Group Inc	382	$386,343
3	FUTU	Futu Holdings Ltd	2,208	$206,977

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,559,351	40,946	-2.2%	Shares	Sole	2026-07-30
2026-03-31	$6,891,862	41,878	-0.4%	Shares	Sole	2026-04-30
2025-12-31	$7,461,763	42,031	-0.4%	Shares	Sole	2026-02-05
2025-09-30	$6,705,091	42,181	-1.0%	Shares	Sole	2025-10-23
2025-06-30	$6,004,439	42,627	+0.0%	Shares	Sole	2025-07-30
2025-03-31	$4,972,592	42,621	-2.6%	Shares	Sole	2025-05-01
2024-12-31	$5,500,250	43,750	-1.9%	Shares	Sole	2025-01-24
2024-09-30	$4,646,914	44,579	+0.0%	Shares	Sole	2024-11-04
2024-06-30	$4,331,855	44,571	-1.8%	Shares	Sole	2024-08-12
2024-03-31	$4,273,451	45,385	+3.9%	Shares	Sole	2024-04-29
2023-12-31	$4,071,668	43,664	-1.2%	Shares	Sole	2024-01-12
2023-09-30	$3,607,935	44,177	-0.8%	Shares	Sole	2023-10-24
2023-06-30	$3,804,057	44,544	-2.1%	Shares	Sole	2023-07-20
2023-03-31	$3,993,056	45,479	-1.4%	Shares	Sole	2023-05-02
2022-12-31	$3,919,847	46,105	-2.3%	Shares	Sole	2023-01-26
2022-09-30	$3,729,825	47,207	-1.2%	Shares	Sole	2022-10-25
2022-06-30	$3,635,515	47,798	-1.6%	Shares	Sole	2022-07-26
2022-03-31	$4,243,444	48,552	+1.5%	Shares	Sole	2022-04-18
2021-12-31	$4,694,698	47,827	+1.2%	Shares	Sole	2022-01-24
2021-09-30	$4,596,924	47,240	-0.4%	Shares	Sole	2021-10-21
2021-06-30	$4,347,756	47,418	+0.1%	Shares	Sole	2021-07-19
2021-03-31	$3,677,744	47,357	+2.1%	Shares	Sole	2021-04-29
2020-12-31	$3,177,256	46,363	-3.0%	Shares	Sole	2021-02-02
2020-09-30	$2,310,501	47,787	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.