Triangle Securities Wealth Management
Broker-DealerPosition in MS — Morgan Stanley
CIK 1541353
RALEIGH, NC
Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,733,777
+$342,503 QoQ
Shares Held
8,294
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.71%
of 13F equity value
Holder Rank
#1,134
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Triangle Securities Wealth Management holds $8,337,011 across 2 Capital Markets names. MS ranks #2 (20.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
6,529 | $6,603,234 | |
| 2 | MS |
Morgan Stanley
This page
|
8,294 | $1,733,777 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,733,777 | 8,294 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,391,274 | 8,454 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,572,205 | 8,856 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $1,446,377 | 9,099 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,252,808 | 8,894 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,061,580 | 9,099 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,187,048 | 9,442 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $1,044,797 | 10,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $988,227 | 10,168 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $961,561 | 10,212 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $973,343 | 10,438 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $856,391 | 10,486 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $914,036 | 10,703 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $964,922 | 10,990 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $978,580 | 11,510 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $952,070 | 12,050 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $926,030 | 12,175 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $1,042,245 | 11,925 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,272,644 | 12,965 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $1,297,628 | 13,335 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $1,253,860 | 13,675 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $1,171,190 | 15,081 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $1,040,628 | 15,185 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $701,461 | 14,508 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $734,160 | 15,200 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $502,248 | 14,772 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||