TIAA Wealth Investment Management LLC

Position in MS — Morgan Stanley

CIK 2124867 New York, NY

Position in MS

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$29,340,226

+$5,937,221 QoQ

Shares Held

140,357

-1.3% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.91%

of 13F equity value

Holder Rank

#368

of 2,723 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 90% Shared 0% None 10%

Financial Services · as of Jun 30, 2026

TIAA Wealth Investment Management LLC holds $33,794,148 across 4 Capital Markets names. MS ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	140,357	$29,340,226
2	GS	Goldman Sachs Group Inc	3,774	$3,816,909
3	SCHW	Schwab Charles Corp	5,665	$522,709
4	JEF	Jefferies Financial Group Inc.	2,287	$114,304

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,340,226	140,357	-1.3%	Shares	Defined	2026-08-10
2026-03-31	$23,403,005	142,207	—	Shares	Defined	2026-05-12
No filing history on record for this holder in this stock.