Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$370,000
+$78,712 QoQ
Shares Held
1,770
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,006
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026WealthTrust Axiom LLC holds $704,458 across 3 Capital Markets names. MS ranks #1 (52.5% of the industry book) .
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,000 | 1,770 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $291,288 | 1,770 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $314,228 | 1,770 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $281,359 | 1,770 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $249,322 | 1,770 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $206,505 | 1,770 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $222,524 | 1,770 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||