Envestnet Portfolio Solutions, Inc.

Position in MS — Morgan Stanley

CIK 1998033 BERWYN, PA

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$9,108,499

+$1,721,446 QoQ

Shares Held

43,573

-2.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#582

of 2,723 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Envestnet Portfolio Solutions, Inc. holds $37,489,390 across 11 Capital Markets names. MS ranks #2 (24.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	17,422	$17,620,088
2	MS	Morgan Stanley This page	43,573	$9,108,499
3	SCHW	Schwab Charles Corp	36,912	$3,405,870
4	IBKR	Interactive Brokers Group, Inc.	31,052	$2,702,766
5	HOOD	Robinhood Markets, Inc.	15,529	$1,557,248
6	LPLA	LPL Financial Holdings Inc.	3,452	$972,359
7	PIPR	Piper Sandler Companies	10,728	$776,063
8	HLI	Houlihan Lokey, Inc.	3,339	$447,860

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,108,499	43,573	-2.9%	Shares	Sole	2026-07-20
2026-03-31	$7,387,053	44,887	-59.9%	Shares	Sole	2026-04-29
2025-12-31	$19,850,516	111,815	+3.2%	Shares	Sole	2026-02-06
2025-09-30	$17,228,561	108,383	-11.1%	Shares	Sole	2025-10-30
2025-06-30	$17,179,285	121,960	-10.5%	Shares	Sole	2025-07-25
2025-03-31	$15,893,370	136,225	+7.4%	Shares	Sole	2025-04-21
2024-12-31	$15,942,427	126,809	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$13,164,990	126,295	+16.7%	Shares	Sole	2024-10-31
2024-06-30	$10,519,359	108,235	-13.4%	Shares	Sole	2024-07-16
2024-03-31	$11,770,000	125,000	+12.8%	Shares	Sole	2024-05-06
2023-12-31	$10,334,431	110,825	+1.2%	Shares	Sole	2024-02-07
2023-09-30	$8,945,641	109,534	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.