Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,563,666
+$1,336,797 QoQ
Shares Held
12,264
+64.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#988
of 2,723 holders
Holding Since
Mar 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Rothschild Wealth LLC holds $5,787,995 across 8 Capital Markets names. MS ranks #1 (44.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
12,264 | $2,563,666 | |
| 2 | SCHW |
Schwab Charles Corp
|
10,779 | $994,578 | |
| 3 | GS |
Goldman Sachs Group Inc
|
859 | $868,766 | |
| 4 | ETOR |
eToro Group Ltd.
|
11,948 | $471,587 | |
| 5 | EVR |
Evercore Inc.
|
1,007 | $343,830 | |
| 6 | JEF |
Jefferies Financial Group Inc.
|
6,682 | $333,966 | |
| 7 | TW |
Tradeweb Markets Inc.
|
2,056 | $204,900 | |
| 8 | ATCH |
AtlasClear Holdings, Inc.
|
34,024 | $6,702 |
All Filings in MS
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,563,666 | 12,264 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,226,869 | 7,455 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $780,421 | 4,396 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $595,464 | 3,746 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $513,575 | 3,646 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $383,260 | 3,285 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $383,194 | 3,048 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $405,180 | 3,887 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $354,354 | 3,646 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $320,991 | 3,409 | Shares | Sole | 2024-05-15 | |
| 2023-06-30 | $320,506 | 3,753 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $330,830 | 3,768 | Shares | Sole | 2023-05-16 | |
| No filing history on record for this holder in this stock. | ||||||