Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$4,766,530
+$1,022,234 QoQ
Shares Held
22,802
+0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#758
of 2,722 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $10,689,083 across 14 Capital Markets names. MS ranks #1 (44.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
22,802 | $4,766,530 | |
| 2 | GS |
Goldman Sachs Group Inc
|
3,336 | $3,373,930 | |
| 3 | SCHW |
Schwab Charles Corp
|
17,712 | $1,634,286 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
8,328 | $724,869 | |
| 5 | PIPR |
Piper Sandler Companies
|
744 | $53,820 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
331 | $33,192 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
217 | $29,106 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
320 | $20,041 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,766,530 | 22,802 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $3,744,296 | 22,752 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $3,977,737 | 22,406 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $3,561,657 | 22,406 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $3,505,864 | 24,889 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $2,956,417 | 25,340 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $3,186,373 | 25,345 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $2,736,300 | 26,250 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $2,604,497 | 26,798 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,871,785 | 30,499 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $3,068,764 | 32,909 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,670,282 | 32,696 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $2,886,178 | 33,796 | Shares | Sole | 2024-02-14 | |
| 2023-03-31 | $497,913 | 5,671 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $486,399 | 5,721 | Shares | Sole | 2024-02-14 | |
| 2022-09-30 | $453,122 | 5,735 | Shares | Sole | 2024-02-14 | |
| 2022-06-30 | $448,982 | 5,903 | Shares | Sole | 2024-02-14 | |
| 2022-03-31 | $498,005 | 5,698 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $522,702 | 5,325 | Shares | Sole | 2024-02-14 | |
| 2021-09-30 | $305,553 | 3,140 | Shares | Sole | 2024-02-14 | |
| 2021-06-30 | $614,506 | 6,702 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $528,243 | 6,802 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $466,141 | 6,802 | Shares | Sole | 2024-02-13 | |
| 2020-09-30 | $305,136 | 6,311 | Shares | Sole | 2024-02-13 | |
| 2020-06-30 | $299,991 | 6,211 | Shares | Sole | 2024-02-13 | |
| 2020-03-31 | $226,134 | 6,651 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||