Position in MS
as of Jun 30, 2026
· filed Aug 20, 2026
Position Value
$470,967
-$2,713 QoQ
Shares Held
2,253
-44.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.97%
of 13F equity value
Holder Rank
#1,827
of 2,723 holders
Holding Since
Mar 2022
10 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, 2026Jackson Wealth Management, LLC holds $1,618,205 across 2 Capital Markets names. MS ranks #2 (29.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EVR |
Evercore Inc.
|
3,360 | $1,147,238 | |
| 2 | MS |
Morgan Stanley
This page
|
2,253 | $470,967 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,967 | 2,253 | Shares | Sole | 2026-08-20 | |
| 2025-03-31 | $473,680 | 4,060 | Shares | Sole | 2025-04-29 | |
| 2024-03-31 | $241,802 | 2,568 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 | $2,836,665 | 30,420 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,585,394 | 43,901 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,935,402 | 46,082 | Shares | Sole | 2023-08-02 | |
| 2022-12-31 | $3,409,131 | 40,098 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,614,184 | 58,400 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,762,310 | 23,170 | Shares | Sole | 2022-08-01 | |
| 2022-03-31 | $4,786,286 | 54,763 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||