Badgley Phelps Wealth Managers, LLC

Position in MS — Morgan Stanley

CIK 1895362 SEATTLE, WA

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$59,309,246

+$11,627,393 QoQ

Shares Held

283,722

-2.1% QoQ

Ownership

0.018%

of shares outstanding

% of Portfolio

1.61%

of 13F equity value

Holder Rank

#250

of 2,723 holders

Holding Since

Sep 2021

20 quarters on record

Voting authority Sole 94% Shared 0% None 6%

Financial Services · as of Jun 30, 2026

Badgley Phelps Wealth Managers, LLC holds $65,220,984 across 3 Capital Markets names. MS ranks #1 (90.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	283,722	$59,309,246
2	SCHW	Schwab Charles Corp	54,238	$5,004,540
3	GS	Goldman Sachs Group Inc	897	$907,198

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$59,309,246	283,722	-2.1%	Shares	Sole	2026-07-31
2026-03-31	$47,681,853	289,736	-2.1%	Shares	Sole	2026-04-15
2025-12-31	$52,539,648	295,948	+2.1%	Shares	Sole	2026-01-28
2025-09-30	$46,086,636	289,926	+0.6%	Shares	Sole	2025-11-04
2025-06-30	$40,576,695	288,064	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$33,695,462	288,810	+0.4%	Shares	Sole	2025-04-30
2024-12-31	$36,177,564	287,763	+0.8%	Shares	Sole	2025-02-11
2024-09-30	$29,762,604	285,520	+1.0%	Shares	Sole	2024-10-18
2024-06-30	$27,473,669	282,680	+2.2%	Shares	Sole	2024-08-14
2024-03-31	$26,032,697	276,473	-33.6%	Shares	Sole	2024-05-15
2023-12-31	$38,825,570	416,360	+7.5%	Shares	Sole	2024-02-14
2023-09-30	$31,618,948	387,155	+2.1%	Shares	Sole	2023-11-02
2023-06-30	$32,383,082	379,193	+1.6%	Shares	Sole	2023-08-15
2023-03-31	$32,773,281	373,272	+1.6%	Shares	Sole	2023-04-28
2022-12-31	$31,245,870	367,512	+1.2%	Shares	Sole	2023-01-27
2022-09-30	$28,702,199	363,273	+1.7%	Shares	Sole	2022-11-09
2022-06-30	$27,177,150	357,312	-1.6%	Shares	Sole	2022-08-01
2022-03-31	$31,749,273	363,264	-4.8%	Shares	Sole	2022-05-09
2021-12-31	$37,451,966	381,540	+2.8%	Shares	Sole	2022-02-08
2021-09-30	$36,105,805	371,039	—	Shares	Sole	2021-11-29
No filing history on record for this holder in this stock.