Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$407,628
+$99,718 QoQ
Shares Held
1,950
+4.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,932
of 2,722 holders
Holding Since
Sep 2021
16 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, 2026King Wealth Management Group holds $1,503,953 across 2 Capital Markets names. MS ranks #2 (27.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,084 | $1,096,325 | |
| 2 | MS |
Morgan Stanley
This page
|
1,950 | $407,628 |
All Filings in MS
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $407,628 | 1,950 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $307,910 | 1,871 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $332,158 | 1,871 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $316,330 | 1,990 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $280,311 | 1,990 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $232,173 | 1,990 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $222,650 | 1,771 | Shares | Sole | 2025-02-10 | |
| 2023-09-30 | $371,190 | 4,545 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $393,950 | 4,613 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $397,470 | 4,527 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $384,885 | 4,527 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $339,031 | 4,291 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $307,966 | 4,049 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $344,793 | 3,945 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $338,161 | 3,445 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $335,232 | 3,445 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||