Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$663,074
+$145,996 QoQ
Shares Held
3,172
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,634
of 2,723 holders
Holding Since
Jun 2020
25 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, 2026Circle Wealth Management, LLC holds $26,830,320 across 6 Capital Markets names. MS ranks #5 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
20,585 | $20,819,051 | |
| 2 | HOOD |
Robinhood Markets, Inc.
|
29,709 | $2,979,218 | |
| 3 | FIGR |
Figure Technology Solutions, Inc.
|
33,255 | $1,021,261 | |
| 4 | SCHW |
Schwab Charles Corp
|
10,368 | $956,655 | |
| 5 | MS |
Morgan Stanley
This page
|
3,172 | $663,074 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
6,244 | $391,061 |
All Filings in MS
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $663,074 | 3,172 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $517,078 | 3,142 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $626,325 | 3,528 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $477,197 | 3,002 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $422,861 | 3,002 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $350,243 | 3,002 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $377,411 | 3,002 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $311,677 | 2,990 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $307,703 | 3,166 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $350,557 | 3,723 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $330,757 | 3,547 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $289,683 | 3,547 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $208,973 | 2,447 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $407,040 | 4,636 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $592,759 | 6,972 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $714,408 | 9,042 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $739,075 | 9,717 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $851,363 | 9,741 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $768,396 | 7,828 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $758,434 | 7,794 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $716,007 | 7,809 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $540,746 | 6,963 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $401,585 | 5,860 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $271,678 | 5,619 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $408,424 | 8,456 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||