Apella Capital, LLC

Position in MS — Morgan Stanley

CIK 1801507 WEST HARTFORD, CT

Position in MS

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$1,016,561

+$249,007 QoQ

Shares Held

4,863

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#1,385

of 2,723 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Apella Capital, LLC holds $3,078,896 across 4 Capital Markets names. MS ranks #2 (33.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,052	$1,063,961
2	MS	Morgan Stanley This page	4,863	$1,016,561
3	HOOD	Robinhood Markets, Inc.	7,328	$734,851
4	SCHW	Schwab Charles Corp	2,856	$263,523

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,016,561	4,863	+4.3%	Shares	Sole	2026-07-08
2026-03-31	$767,554	4,664	+20.9%	Shares	Sole	2026-04-20
2025-12-31	$684,733	3,857	+11.3%	Shares	Sole	2026-01-21
2025-09-30	$550,796	3,465	+16.2%	Shares	Sole	2025-10-17
2025-06-30	$420,185	2,983	+5.4%	Shares	Sole	2025-07-08
2025-03-31	$330,176	2,830	—	Shares	Sole	2025-04-10
No filing history on record for this holder in this stock.