Kesler, Norman & Wride, LLC

Position in MS — Morgan Stanley

CIK 1840455 OGDEN, UT

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$1,903,309

-$146,410 QoQ

Shares Held

9,105

-26.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,095

of 2,723 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Kesler, Norman & Wride, LLC holds $3,012,998 across 3 Capital Markets names. MS ranks #1 (63.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	9,105	$1,903,309
2	SCHW	Schwab Charles Corp	9,089	$838,642
3	GS	Goldman Sachs Group Inc	268	$271,047

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,903,309	9,105	-26.9%	Shares	Sole	2026-07-23
2026-03-31	$2,049,719	12,455	+3.4%	Shares	Sole	2026-05-06
2025-12-31	$2,137,638	12,041	+85.0%	Shares	Sole	2026-02-10
2025-09-30	$1,034,352	6,507	-48.6%	Shares	Sole	2025-10-24
2025-06-30	$1,784,555	12,669	+4.1%	Shares	Sole	2025-08-05
2025-03-31	$1,420,107	12,172	+87.1%	Shares	Sole	2025-05-01
2024-12-31	$818,060	6,507	-1.0%	Shares	Sole	2025-02-12
2024-09-30	$685,065	6,572	-4.5%	Shares	Sole	2024-10-08
2024-06-30	$669,153	6,885	-1.9%	Shares	Sole	2024-07-24
2024-03-31	$660,909	7,019	-5.1%	Shares	Sole	2024-04-19
2023-12-31	$689,770	7,397	-8.8%	Shares	Sole	2024-01-10
2023-09-30	$662,752	8,115	-28.5%	Shares	Sole	2023-11-13
2023-06-30	$968,948	11,346	-1.8%	Shares	Sole	2023-07-27
2023-03-31	$1,014,002	11,549	-2.0%	Shares	Sole	2023-04-11
2022-12-31	$1,002,385	11,790	-3.5%	Shares	Sole	2023-02-07
2022-09-30	$965,186	12,216	-5.9%	Shares	Sole	2022-10-19
2022-06-30	$987,563	12,984	-5.6%	Shares	Sole	2022-08-04
2022-03-31	$1,202,449	13,758	-1.2%	Shares	Sole	2022-04-14
2021-12-31	$1,367,466	13,931	-4.6%	Shares	Sole	2022-02-07
2021-09-30	$1,420,336	14,596	-6.9%	Shares	Sole	2021-10-28
2021-06-30	$1,436,965	15,672	-60.8%	Shares	Sole	2021-08-13
2021-03-31	$3,104,846	39,980	—	Shares	Sole	2021-04-19
No filing history on record for this holder in this stock.