Thrive Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1847610 AUDUBON, PA

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$519,046

+$93,468 QoQ

Shares Held

2,483

-4.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,767

of 2,723 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Thrive Wealth Management, LLC holds $2,477,302 across 5 Capital Markets names. MS ranks #3 (21.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	675	$682,674
2	IBKR	Interactive Brokers Group, Inc.	7,711	$671,165
3	MS	Morgan Stanley This page	2,483	$519,046
4	LPLA	LPL Financial Holdings Inc.	1,090	$307,031
5	SCHW	Schwab Charles Corp	3,223	$297,386

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$519,046	2,483	-4.0%	Shares	Sole	2026-07-07
2026-03-31	$425,578	2,586	+2.1%	Shares	Sole	2026-04-09
2025-12-31	$449,861	2,534	+1.1%	Shares	Sole	2026-01-12
2025-09-30	$398,353	2,506	+0.1%	Shares	Sole	2025-10-07
2025-06-30	$352,572	2,503	0.0%	Shares	Sole	2025-07-09
2025-03-31	$292,025	2,503	-9.7%	Shares	Sole	2025-04-10
2024-12-31	$348,621	2,773	-0.7%	Shares	Sole	2025-01-16
2024-09-30	$291,142	2,793	-2.2%	Shares	Sole	2024-10-04
2024-06-30	$277,574	2,856	+14.4%	Shares	Sole	2024-07-12
2024-03-31	$235,117	2,497	+3.1%	Shares	Sole	2024-04-16
2023-12-31	$225,944	2,423	-1.9%	Shares	Sole	2024-01-10
2023-09-30	$201,724	2,470	-2.7%	Shares	Sole	2023-10-13
2023-06-30	$216,745	2,538	—	Shares	Sole	2023-07-12
No filing history on record for this holder in this stock.