Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$844,521
+$219,814 QoQ
Shares Held
4,040
+6.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,503
of 2,722 holders
Holding Since
Sep 2024
8 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, 2026Obermeyer Wealth Partners holds $2,850,545 across 4 Capital Markets names. MS ranks #2 (29.6% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $844,521 | 4,040 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $624,707 | 3,796 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $569,338 | 3,207 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $508,672 | 3,200 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $353,558 | 2,510 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $275,807 | 2,364 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $265,394 | 2,111 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $214,421 | 2,057 | Shares | Sole | 2024-11-05 | |
| No filing history on record for this holder in this stock. | ||||||