Quest 10 Wealth Builders, Inc.

Position in MS — Morgan Stanley

CIK 2035215 Fuquay-Varina, VA

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$52,469

+$11,492 QoQ

Shares Held

251

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#2,576

of 2,731 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Quest 10 Wealth Builders, Inc. holds $240,317 across 7 Capital Markets names. MS ranks #2 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	1,247	$108,538
2	MS	Morgan Stanley This page	251	$52,469
3	GS	Goldman Sachs Group Inc	47	$47,534
4	LAZ	Lazard, Inc.	645	$27,051
5	EVR	Evercore Inc.	8	$2,731
6	VIRT	Virtu Financial, Inc.	28	$1,667
7	MC	Moelis & Co	5	$327

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,469	251	+0.8%	Shares	Sole	2026-07-24
2026-03-31	$40,977	249	+50.0%	Shares	Sole	2026-05-06
2025-12-31	$29,469	166	0.0%	Shares	Sole	2026-01-29
2025-09-30	$26,387	166	-2.9%	Shares	Sole	2025-10-20
2025-06-30	$24,087	171	-0.6%	Shares	Sole	2025-10-20
2025-03-31	$20,067	172	-24.6%	Shares	Sole	2025-05-01
2024-12-31	$28,663	228	—	Shares	Other	2025-02-13
No filing history on record for this holder in this stock.