Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$799,578
+$157,262 QoQ
Shares Held
3,825
-2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,536
of 2,723 holders
Holding Since
Dec 2021
13 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, 2026Segment Wealth Management, LLC holds $26,290,661 across 4 Capital Markets names. MS ranks #3 (3.0% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $799,578 | 3,825 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $642,316 | 3,903 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $676,566 | 3,811 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $614,380 | 3,865 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $537,380 | 3,815 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $446,262 | 3,825 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $318,448 | 2,533 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $261,121 | 2,505 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $243,460 | 2,505 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $246,228 | 2,615 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $208,973 | 2,241 | Shares | Sole | 2024-01-26 | |
| 2022-03-31 | $264,647 | 3,028 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $293,203 | 2,987 | Shares | Sole | 2022-01-24 | |
| No filing history on record for this holder in this stock. | ||||||