Oak Harvest Investment Services

Position in MS — Morgan Stanley

CIK 1839430 HOUSTON, TX

Position in MS

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$30,235,963

+$8,732,754 QoQ

Shares Held

144,642

+10.7% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

3.98%

of 13F equity value

Holder Rank

#363

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Financial Services · as of Jun 30, 2026

Oak Harvest Investment Services holds $43,191,745 across 3 Capital Markets names. MS ranks #1 (70.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	144,642	$30,235,963
2	SCHW	Schwab Charles Corp	85,893	$7,925,347
3	EVR	Evercore Inc.	14,733	$5,030,435

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$30,235,963	144,642	+10.7%	Shares	Sole	2026-07-27
2026-03-31	$21,503,209	130,663	+2.8%	Shares	Sole	2026-04-23
2025-12-31	$22,569,033	127,128	-0.8%	Shares	Sole	2026-01-27
2025-09-30	$20,381,215	128,216	-2.1%	Shares	Sole	2025-10-17
2025-06-30	$18,454,068	131,010	+3.3%	Shares	Sole	2025-08-08
2025-03-31	$14,803,206	126,881	+17.7%	Shares	Sole	2025-05-14
2024-12-31	$13,556,387	107,830	-23.5%	Shares	Sole	2025-01-23
2024-09-30	$14,699,299	141,014	+4.8%	Shares	Sole	2024-10-25
2024-06-30	$13,076,039	134,541	+5.5%	Shares	Sole	2024-10-24
2024-03-31	$12,006,059	127,507	+56.3%	Shares	Sole	2024-10-24
2023-12-31	$7,606,775	81,574	-45.3%	Shares	Sole	2024-01-12
2023-09-30	$12,180,263	149,140	+48.3%	Shares	Sole	2023-10-25
2023-06-30	$8,590,215	100,588	+18.9%	Shares	Sole	2023-07-17
2023-03-31	$7,428,933	84,612	+4.6%	Shares	Sole	2023-04-20
2022-12-31	$6,877,947	80,898	-5.7%	Shares	Sole	2023-01-24
2022-09-30	$6,779,216	85,802	+4.1%	Shares	Sole	2022-10-14
2022-06-30	$6,266,887	82,394	+6.2%	Shares	Sole	2022-07-18
2022-03-31	$6,783,026	77,609	+8.2%	Shares	Sole	2022-05-04
2021-12-31	$7,043,470	71,755	+7.0%	Shares	Sole	2022-01-21
2021-09-30	$6,528,041	67,085	+13.8%	Shares	Sole	2021-10-08
2021-06-30	$5,405,492	58,954	-0.8%	Shares	Sole	2021-07-13
2021-03-31	$4,613,625	59,408	+11.7%	Shares	Sole	2021-04-12
2020-12-31	$3,643,671	53,169	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.