Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$4,234,314
+$861,452 QoQ
Shares Held
20,256
-1.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.88%
of 13F equity value
Holder Rank
#801
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026McKinley Carter Wealth Services, Inc. holds $4,234,314 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
|
20,256 | $4,234,314 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,234,314 | 20,256 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,372,862 | 20,495 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,635,104 | 20,476 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $3,281,888 | 20,646 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,965,948 | 21,056 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $2,150,578 | 18,433 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $2,335,626 | 18,578 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $1,968,468 | 18,884 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $1,805,790 | 18,580 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $1,620,681 | 17,212 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $1,507,386 | 16,165 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $1,245,059 | 15,245 | Shares | Sole | 2023-10-13 | |
| No filing history on record for this holder in this stock. | ||||||