LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA

Position in MS — Morgan Stanley

CIK 932974 BOSTON, MA

Position in MS

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

Position Value

$4,191,042

+$811,762 QoQ

Shares Held

20,049

-2.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#808

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

LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $5,277,638 across 6 Capital Markets names. MS ranks #1 (79.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	20,049	$4,191,042
2	SCHW	Schwab Charles Corp	8,740	$806,439
3	GS	Goldman Sachs Group Inc	202	$204,296
4	TW	Tradeweb Markets Inc.	555	$55,311
5	HOOD	Robinhood Markets, Inc.	160	$16,044
6	LPLA	LPL Financial Holdings Inc.	16	$4,506

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,191,042	20,049	-2.4%	Shares	Sole	2026-07-30
2026-03-31	$3,379,280	20,534	+2.1%	Shares	Sole	2026-04-13
2025-12-31	$3,568,708	20,102	-1.2%	Shares	Sole	2026-01-28
2025-09-30	$3,235,153	20,352	-3.7%	Shares	Sole	2025-10-24
2025-06-30	$2,977,357	21,137	-1.6%	Shares	Sole	2025-07-30
2025-03-31	$2,505,954	21,479	-12.3%	Shares	Sole	2025-04-24
2024-12-31	$3,079,762	24,497	0.0%	Shares	Sole	2025-01-28
2024-09-30	$2,553,567	24,497	+1.5%	Shares	Sole	2024-10-25
2024-06-30	$2,345,194	24,130	0.0%	Shares	Sole	2024-07-17
2024-03-31	$2,272,080	24,130	+0.6%	Shares	Sole	2024-04-23
2023-12-31	$2,237,720	23,997	0.0%	Shares	Sole	2024-02-01
2023-09-30	$1,959,834	23,997	-5.4%	Shares	Sole	2023-11-03
2023-06-30	$2,165,914	25,362	-4.2%	Shares	Sole	2023-08-01
2023-03-31	$2,323,627	26,465	-6.1%	Shares	Sole	2023-05-02
2022-12-31	$2,396,713	28,190	-0.0%	Shares	Sole	2023-03-02
2022-09-30	$2,228,398	28,204	0.0%	Shares	Sole	2022-10-25
2022-06-30	$2,145,196	28,204	-0.4%	Shares	Sole	2022-07-26
2022-03-31	$2,474,731	28,315	+6.4%	Shares	Sole	2022-04-13
2021-12-31	$2,612,037	26,610	-1.9%	Shares	Sole	2022-02-14
2021-09-30	$2,639,533	27,125	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$2,493,876	27,199	-4.3%	Shares	Sole	2021-08-13
2021-03-31	$2,207,796	28,429	+13.8%	Shares	Sole	2021-04-14
2020-12-31	$1,712,496	24,989	0.0%	Shares	Sole	2021-01-14
2020-09-30	$1,208,218	24,989	+46175.9%	Shares	Sole	2020-10-15
2020-06-30	$2,608	54	-92.0%	Shares	Sole	2020-07-30
2020-03-31	$23,086	679	—	Shares	Sole	2020-04-15
No filing history on record for this holder in this stock.