Composition Wealth, LLC

Position in MS — Morgan Stanley

CIK 1585859 LOS ANGELES, CA

Position in MS

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$4,558,117

+$1,073,019 QoQ

Shares Held

21,805

+3.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#777

of 2,722 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Composition Wealth, LLC holds $34,498,339 across 5 Capital Markets names. MS ranks #2 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	23,136	$23,399,056
2	MS	Morgan Stanley This page	21,805	$4,558,117
3	SCHW	Schwab Charles Corp	43,965	$4,056,650
4	HOOD	Robinhood Markets, Inc.	22,112	$2,217,391
5	IBKR	Interactive Brokers Group, Inc.	3,069	$267,125

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,558,117	21,805	+3.0%	Shares	Sole	2026-07-22
2026-03-31	$3,485,098	21,177	+7.7%	Shares	Sole	2026-04-08
2025-12-31	$3,491,837	19,669	+10.8%	Shares	Sole	2026-02-02
2025-09-30	$2,822,970	17,759	-2.9%	Shares	Sole	2025-10-20
2025-06-30	$2,575,906	18,287	+10.0%	Shares	Sole	2025-07-22
2025-03-31	$1,939,522	16,624	-2.0%	Shares	Sole	2025-04-14
2024-12-31	$2,133,216	16,968	+117.2%	Shares	Sole	2025-01-13
2024-09-30	$814,322	7,812	+5.3%	Shares	Sole	2024-10-07
2024-06-30	$720,955	7,418	-1.1%	Shares	Sole	2024-07-18
2024-03-31	$706,576	7,504	+10.7%	Shares	Sole	2024-04-18
2023-12-31	$632,048	6,778	+76.7%	Shares	Sole	2024-01-22
2023-09-30	$313,286	3,836	-2.1%	Shares	Sole	2023-10-25
2023-06-30	$334,768	3,920	-24.2%	Shares	Sole	2023-07-13
2023-03-31	$454,277	5,174	-26.1%	Shares	Sole	2023-04-20
2022-12-31	$595,480	7,004	+5.7%	Shares	Sole	2023-01-20
2022-09-30	$523,599	6,627	+7.6%	Shares	Sole	2022-10-24
2022-06-30	$468,529	6,160	+7.5%	Shares	Sole	2022-07-15
2022-03-31	$500,976	5,732	+23.5%	Shares	Sole	2022-04-25
2021-12-31	$455,560	4,641	-4.6%	Shares	Sole	2022-01-18
2021-09-30	$473,315	4,864	+4.7%	Shares	Sole	2021-11-01
2021-06-30	$425,808	4,644	-0.1%	Shares	Sole	2021-07-28
2021-03-31	$361,119	4,650	-81.8%	Shares	Sole	2021-04-29
2020-06-30	$1,231,843	25,504	—	Shares	Sole	2020-08-06
No filing history on record for this holder in this stock.