Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$5,009,643
+$1,110,486 QoQ
Shares Held
23,965
+1.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.37%
of 13F equity value
Holder Rank
#743
of 2,722 holders
Holding Since
Dec 2020
21 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, 2026Concord Wealth Partners holds $10,930,468 across 16 Capital Markets names. MS ranks #2 (45.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,652 | $5,716,263 | |
| 2 | MS |
Morgan Stanley
This page
|
23,965 | $5,009,643 | |
| 3 | SCHW |
Schwab Charles Corp
|
1,186 | $109,432 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
533 | $53,449 | |
| 5 | SF |
Stifel Financial Corp
|
250 | $17,442 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
120 | $7,515 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
24 | $6,760 | |
| 8 | PJT |
PJT Partners Inc.
|
32 | $4,830 |
All Filings in MS
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,009,643 | 23,965 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $3,899,157 | 23,693 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $4,360,136 | 24,560 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $3,768,941 | 23,710 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $3,336,973 | 23,690 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $2,465,820 | 21,135 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,580,803 | 12,574 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,496,573 | 14,357 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,319,062 | 13,572 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $1,176,811 | 12,498 | Shares | Sole | 2024-04-30 | |
| 2023-06-30 | $546,133 | 6,395 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $336,274 | 3,830 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $241,966 | 2,846 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $447,433 | 5,663 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $468,909 | 6,165 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $544,589 | 6,231 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $549,401 | 5,597 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $163,772 | 1,683 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $452,123 | 4,931 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $311,261 | 4,008 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,027 | 15 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||