Revolve Wealth Partners, LLC

Position in MS — Morgan Stanley

CIK 1808992 Hackensack, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$449,645

+$120,341 QoQ

Shares Held

2,151

+7.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,863

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

Revolve Wealth Partners, LLC holds $2,172,074 across 3 Capital Markets names. MS ranks #2 (20.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,505	$1,522,111
2	MS	Morgan Stanley This page	2,151	$449,645
3	SCHW	Schwab Charles Corp	2,171	$200,318

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,645	2,151	+7.5%	Shares	Sole	2026-07-09
2026-03-31	$329,304	2,001	+5.6%	Shares	Sole	2026-04-13
2025-12-31	$336,241	1,894	+4.3%	Shares	Sole	2026-01-20
2025-09-30	$288,671	1,816	-0.1%	Shares	Sole	2025-10-14
2025-06-30	$255,942	1,817	+4.7%	Shares	Sole	2025-07-28
2025-03-31	$202,539	1,736	—	Shares	Sole	2025-04-14
No filing history on record for this holder in this stock.