LeConte Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 2060443 Maryville, TN

Position in MS

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

Position Value

$417,870

+$79,844 QoQ

Shares Held

1,999

-2.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,917

of 2,723 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

LeConte Wealth Management, LLC holds $1,677,197 across 4 Capital Markets names. MS ranks #3 (24.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	534	$540,071
2	HOOD	Robinhood Markets, Inc.	5,047	$506,113
3	MS	Morgan Stanley This page	1,999	$417,870
4	SCHW	Schwab Charles Corp	2,310	$213,143

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$417,870	1,999	-2.7%	Shares	Sole	2026-08-07
2026-03-31	$338,026	2,054	+2.9%	Shares	Sole	2026-05-12
2025-12-31	$354,349	1,996	+8.4%	Shares	Sole	2026-01-15
2025-09-30	$292,645	1,841	+3.7%	Shares	Sole	2025-10-16
2025-06-30	$250,026	1,775	—	Shares	Sole	2025-07-15
No filing history on record for this holder in this stock.