Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$810,239
+$163,479 QoQ
Shares Held
3,876
-1.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#1,530
of 2,723 holders
Holding Since
Dec 2020
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WRAPMANAGER INC holds $1,997,001 across 3 Capital Markets names. MS ranks #2 (40.6% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $810,239 | 3,876 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $646,760 | 3,930 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $694,497 | 3,912 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $727,559 | 4,577 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $786,562 | 5,584 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $675,752 | 5,792 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $334,415 | 2,660 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $338,050 | 3,243 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $225,966 | 2,325 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $246,040 | 2,613 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $260,913 | 2,798 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $247,051 | 3,025 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $236,985 | 2,775 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $300,451 | 3,422 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $234,910 | 2,763 | Shares | Sole | 2023-02-06 | |
| 2022-09-30 | $218,857 | 2,770 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $217,835 | 2,864 | Shares | Sole | 2022-08-05 | |
| 2021-03-31 | $205,022 | 2,640 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $216,143 | 3,154 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||