Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$2,992,616
+$458,898 QoQ
Shares Held
14,316
-7.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#932
of 2,722 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 13%
Shared 0%
None 87%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Blue Trust, Inc. holds $9,861,016 across 28 Capital Markets names. MS ranks #2 (30.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,408 | $3,446,748 | |
| 2 | MS |
Morgan Stanley
This page
|
14,316 | $2,992,616 | |
| 3 | SCHW |
Schwab Charles Corp
|
15,516 | $1,431,660 | |
| 4 | HLI |
Houlihan Lokey, Inc.
|
3,926 | $526,594 | |
| 5 | SF |
Stifel Financial Corp
|
4,456 | $310,894 | |
| 6 | EVR |
Evercore Inc.
|
556 | $189,839 | |
| 7 | JEF |
Jefferies Financial Group Inc.
|
3,069 | $153,387 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
1,298 | $130,163 |
All Filings in MS
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,992,616 | 14,316 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $2,533,718 | 15,396 | Shares | Other | 2026-04-20 | |
| 2025-12-31 | $2,544,358 | 14,332 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $2,413,171 | 15,181 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $2,128,394 | 15,110 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,747,015 | 14,974 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,882,278 | 14,972 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,577,567 | 15,134 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $851,481 | 8,761 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $601,963 | 6,393 | Shares | Defined | 2024-05-01 | |
| 2023-12-31 | $582 | 7,129 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $459,311 | 5,624 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $367,987 | 4,309 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $868,956 | 9,897 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $844,247 | 9,930 | Shares | Other | 2023-01-17 | |
| 2022-09-30 | $385,726 | 4,882 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $280,660 | 3,690 | Shares | Sole | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||