CARRET ASSET MANAGEMENT, LLC

Position in MS — Morgan Stanley

CIK 791490 NEW YORK, NY

Position in MS

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$7,215,224

+$1,540,686 QoQ

Shares Held

34,516

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#643

of 2,722 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 16% Shared 0% None 84%

Financial Services · as of Jun 30, 2026

CARRET ASSET MANAGEMENT, LLC holds $21,277,203 across 3 Capital Markets names. MS ranks #2 (33.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	13,640	$13,795,086
2	MS	Morgan Stanley This page	34,516	$7,215,224
3	JEF	Jefferies Financial Group Inc.	5,340	$266,893

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,215,224	34,516	+0.1%	Shares	Sole	2026-08-04
2026-03-31	$5,674,538	34,481	+0.0%	Shares	Sole	2026-05-15
2025-12-31	$6,118,748	34,466	+0.0%	Shares	Sole	2026-02-17
2025-09-30	$5,478,397	34,464	-1.3%	Shares	Sole	2025-11-13
2025-06-30	$4,917,986	34,914	-0.2%	Shares	Sole	2025-08-04
2025-03-31	$4,081,583	34,984	-0.2%	Shares	Sole	2025-04-22
2024-12-31	$4,405,103	35,039	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$3,708,963	35,581	+7.3%	Shares	Sole	2024-10-24
2024-06-30	$3,221,459	33,146	+2.1%	Shares	Sole	2024-08-01
2024-03-31	$3,055,868	32,454	+3.8%	Shares	Sole	2024-04-19
2023-12-31	$2,914,435	31,254	-0.6%	Shares	Sole	2024-02-02
2023-09-30	$2,567,214	31,434	+4.7%	Shares	Sole	2023-10-12
2023-06-30	$2,564,220	30,026	+3.1%	Shares	Sole	2023-07-25
2023-03-31	$2,557,526	29,129	-0.8%	Shares	Sole	2023-05-11
2022-12-31	$2,495,592	29,353	-0.2%	Shares	Sole	2023-01-10
2022-09-30	$2,324,711	29,423	0.0%	Shares	Sole	2022-11-14
2022-06-30	$2,237,913	29,423	+2.2%	Shares	Sole	2022-08-04
2022-03-31	$2,515,197	28,778	+4.1%	Shares	Sole	2022-04-13
2021-12-31	$2,713,927	27,648	-0.7%	Shares	Sole	2022-01-10
2021-09-30	$2,710,375	27,853	+0.7%	Shares	Sole	2021-10-27
2021-06-30	$2,535,870	27,657	+0.3%	Shares	Sole	2021-07-14
2021-03-31	$2,141,707	27,578	+0.5%	Shares	Sole	2021-07-14
2020-12-31	$1,881,011	27,448	+32.0%	Shares	Sole	2021-03-16
2020-09-30	$1,005,583	20,798	0.0%	Shares	Sole	2020-11-16
2020-06-30	$1,004,543	20,798	+2.8%	Shares	Sole	2020-08-12
2020-03-31	$688,092	20,238	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.