Westmount Partners, LLC

Position in MS — Morgan Stanley

CIK 2051491 LOS ANGELES, CA

Position in MS

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$466,368

+$179,358 QoQ

Shares Held

2,231

+27.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,831

of 2,723 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Westmount Partners, LLC holds $4,723,540 across 4 Capital Markets names. MS ranks #3 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HOOD	Robinhood Markets, Inc.	27,945	$2,802,324
2	GS	Goldman Sachs Group Inc	992	$1,003,279
3	MS	Morgan Stanley This page	2,231	$466,368
4	SCHW	Schwab Charles Corp	4,894	$451,569

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$466,368	2,231	+27.9%	Shares	Sole	2026-07-07
2026-03-31	$287,010	1,744	-2.1%	Shares	Sole	2026-04-16
2025-12-31	$316,358	1,782	+6.1%	Shares	Sole	2026-01-15
2025-09-30	$267,052	1,680	+1.1%	Shares	Sole	2025-10-14
2025-06-30	$233,968	1,661	-5.0%	Shares	Sole	2025-07-09
2024-12-31	$219,884	1,749	—	Shares	Sole	2025-01-13
No filing history on record for this holder in this stock.