BAKER TILLY WEALTH MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 1840565 MADISON, WI

Position in MS

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$515,492

+$77,407 QoQ

Shares Held

2,466

-7.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,770

of 2,716 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BAKER TILLY WEALTH MANAGEMENT, LLC holds $1,509,581 across 4 Capital Markets names. MS ranks #1 (34.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,466	$515,492
2	GS	Goldman Sachs Group Inc	408	$412,638
3	LPLA	LPL Financial Holdings Inc.	1,111	$312,946
4	SCHW	Schwab Charles Corp	2,910	$268,505

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,492	2,466	-7.4%	Shares	Sole	2026-07-17
2026-03-31	$438,085	2,662	-1.8%	Shares	Sole	2026-04-10
2025-12-31	$481,106	2,710	+6.9%	Shares	Sole	2026-01-08
2025-09-30	$402,804	2,534	+0.3%	Shares	Sole	2025-10-09
2025-06-30	$355,953	2,527	+0.4%	Shares	Sole	2025-07-10
2025-03-31	$293,775	2,518	-0.9%	Shares	Sole	2025-04-09
2024-12-31	$319,328	2,540	+5.2%	Shares	Sole	2025-01-10
2024-09-30	$251,635	2,414	-42.1%	Shares	Sole	2024-10-24
2024-06-30	$405,282	4,170	-60.4%	Shares	Sole	2024-07-18
2024-03-31	$992,069	10,536	-1.1%	Shares	Sole	2024-05-09
2023-12-31	$993,858	10,658	-7.7%	Shares	Sole	2024-01-10
2023-09-30	$943,370	11,551	+0.4%	Shares	Sole	2023-10-10
2023-06-30	$982,356	11,503	+1.9%	Shares	Sole	2023-07-20
2023-03-31	$991,174	11,289	+4.7%	Shares	Sole	2023-04-12
2022-12-31	$916,600	10,781	-1.2%	Shares	Sole	2023-01-26
2022-09-30	$861,841	10,908	-9.2%	Shares	Sole	2022-10-20
2022-06-30	$913,708	12,013	-9.2%	Shares	Sole	2022-07-28
2022-03-31	$1,156,739	13,235	-4.8%	Shares	Sole	2022-04-27
2021-12-31	$1,364,031	13,896	+24.8%	Shares	Sole	2022-02-08
2021-09-30	$1,083,838	11,138	+18.3%	Shares	Sole	2021-11-02
2021-06-30	$863,353	9,416	+7.1%	Shares	Sole	2021-07-30
2021-03-31	$682,553	8,789	+14.2%	Shares	Sole	2021-04-28
2020-12-31	$527,543	7,698	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.