Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,794,445
+$723,003 QoQ
Shares Held
13,368
+6.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#958
of 2,723 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 81%
Shared 0%
None 19%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RWA WEALTH PARTNERS, LLC holds $35,571,627 across 4 Capital Markets names. MS ranks #3 (7.9% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,794,445 | 13,368 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $2,071,442 | 12,587 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $2,041,772 | 11,501 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,574,497 | 9,905 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,467,620 | 10,419 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $853,906 | 7,319 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $968,672 | 7,705 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $566,335 | 5,433 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $501,403 | 5,159 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $287,470 | 3,053 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $319,194 | 3,423 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||