Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$190,435
+$40,512 QoQ
Shares Held
911
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,443
of 2,723 holders
Holding Since
Jun 2022
17 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, 2026Wellington Shields & Co., LLC holds $330,004 across 2 Capital Markets names. MS ranks #1 (57.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
911 | $190,435 | |
| 2 | GS |
Goldman Sachs Group Inc
|
138 | $139,569 |
All Filings in MS
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $190,435 | 911 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $149,923 | 911 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $161,729 | 911 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $144,812 | 911 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $128,323 | 911 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $82,952 | 711 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $51,419 | 409 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $70,362 | 675 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $60,840 | 626 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $58,944 | 626 | Shares | Sole | 2024-05-23 | |
| 2023-12-31 | $58,374 | 626 | Shares | Sole | 2024-05-23 | |
| 2023-09-30 | $30,626 | 375 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $17,080 | 200 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $17,560 | 200 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $17,004 | 200 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $15,802 | 200 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $57,045 | 750 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||