Caldwell Trust Co

Bank

Position in MS — Morgan Stanley

CIK 2080218 Venice, FL

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$3,950,019

+$885,891 QoQ

Shares Held

18,896

+1.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#817

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Caldwell Trust Co holds $9,270,626 across 5 Capital Markets names. MS ranks #1 (42.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	18,896	$3,950,019
2	LPLA	LPL Financial Holdings Inc.	7,428	$2,092,319
3	SCHW	Schwab Charles Corp	17,940	$1,655,323
4	GS	Goldman Sachs Group Inc	1,284	$1,298,599
5	HOOD	Robinhood Markets, Inc.	2,736	$274,366

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,950,019	18,896	+1.5%	Shares	Sole	2026-08-03
2026-03-31	$3,064,128	18,619	-2.1%	Shares	Sole	2026-04-22
2025-12-31	$3,377,685	19,026	-2.5%	Shares	Sole	2026-01-30
2025-09-30	$3,100,514	19,505	-0.4%	Shares	Sole	2025-10-23
2025-06-30	$2,759,869	19,593	-1.2%	Shares	Sole	2025-09-22
2025-03-31	$2,314,499	19,838	-5.7%	Shares	Sole	2025-09-23
2024-12-31	$2,646,154	21,048	-3.9%	Shares	Sole	2025-09-24
2024-09-30	$2,283,064	21,902	-1.0%	Shares	Sole	2025-09-24
2024-06-30	$2,150,328	22,125	-1.5%	Shares	Sole	2025-09-24
2024-03-31	$2,115,681	22,469	-0.5%	Shares	Sole	2025-09-24
2023-12-31	$2,106,797	22,593	+0.0%	Shares	Sole	2025-10-01
2023-09-30	$1,845,006	22,591	-1.6%	Shares	Sole	2025-10-01
2023-06-30	$1,960,954	22,962	-11.5%	Shares	Sole	2025-10-01
2023-03-31	$2,278,673	25,953	-0.8%	Shares	Sole	2025-10-01
2022-12-31	$2,223,528	26,153	-0.3%	Shares	Sole	2025-10-01
2022-09-30	$2,072,748	26,234	+1.5%	Shares	Sole	2025-10-01
2022-06-30	$1,965,466	25,841	+0.4%	Shares	Sole	2025-10-02
2022-03-31	$2,250,287	25,747	+37.9%	Shares	Sole	2025-10-02
2021-12-31	$1,832,745	18,671	+5.2%	Shares	Sole	2025-10-02
2021-09-30	$1,727,836	17,756	+32.4%	Shares	Sole	2025-10-02
2021-06-30	$1,229,654	13,411	-0.4%	Shares	Sole	2025-10-02
2021-03-31	$1,045,847	13,467	+7.4%	Shares	Sole	2025-10-02
2020-12-31	$859,434	12,541	+7.9%	Shares	Sole	2025-10-02
2020-09-30	$562,068	11,625	-13.4%	Shares	Sole	2025-10-02
2020-06-30	$648,427	13,425	-15.8%	Shares	Sole	2025-10-02
2020-03-31	$542,096	15,944	—	Shares	Sole	2025-10-02
No filing history on record for this holder in this stock.