Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$608,097
+$121,958 QoQ
Shares Held
2,909
-1.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#1,682
of 2,723 holders
Holding Since
Jun 2020
24 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, 2026Wharton Business Group, LLC holds $49,650,439 across 2 Capital Markets names. MS ranks #2 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
48,491 | $49,042,342 | |
| 2 | MS |
Morgan Stanley
This page
|
2,909 | $608,097 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $608,097 | 2,909 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $486,139 | 2,954 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $575,907 | 3,244 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $518,050 | 3,259 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $494,982 | 3,514 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $738,987 | 6,334 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $832,769 | 6,624 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $693,091 | 6,649 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $562,632 | 5,789 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $545,092 | 5,789 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $553,811 | 5,939 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $485,038 | 5,939 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $514,449 | 6,024 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $528,907 | 6,024 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $538,091 | 6,329 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $500,054 | 6,329 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $481,383 | 6,329 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $553,154 | 6,329 | Shares | Sole | 2022-05-18 | |
| 2021-12-31 | $649,230 | 6,614 | Shares | Sole | 2022-02-10 | |
| 2021-06-30 | $638,070 | 6,959 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $540,435 | 6,959 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $539,536 | 7,873 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $380,659 | 7,873 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $364,037 | 7,537 | Shares | Sole | 2020-08-11 | |
| No filing history on record for this holder in this stock. | ||||||