Position in MS
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,151,183
+$209,349 QoQ
Shares Held
5,507
-3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,319
of 2,723 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026EADS & HEALD WEALTH MANAGEMENT holds $1,151,183 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
5,507 | $1,151,183 |
All Filings in MS
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,183 | 5,507 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $941,834 | 5,723 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $1,097,667 | 6,183 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,021,318 | 6,425 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $945,874 | 6,715 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $823,340 | 7,057 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $890,726 | 7,085 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $704,975 | 6,763 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $612,588 | 6,303 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $524,188 | 5,567 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $517,351 | 5,548 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $428,114 | 5,242 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $452,022 | 5,293 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $388,339 | 4,423 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $366,691 | 4,313 | Shares | Sole | 2023-01-27 | |
| 2022-09-30 | $331,288 | 4,193 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $326,753 | 4,296 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $433,591 | 4,961 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $416,787 | 4,246 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $473,997 | 4,871 | Shares | Sole | 2021-10-27 | |
| 2021-06-30 | $400,318 | 4,366 | Shares | Sole | 2021-07-30 | |
| 2021-03-31 | $339,840 | 4,376 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $320,720 | 4,680 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $212,498 | 4,395 | Shares | Sole | 2020-11-02 | |
| No filing history on record for this holder in this stock. | ||||||