BIP Wealth, LLC

Position in MS — Morgan Stanley

CIK 1590214 ATLANTA, GA

Position in MS

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$363,311

+$160,068 QoQ

Shares Held

1,738

+40.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#2,016

of 2,723 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

BIP Wealth, LLC holds $3,100,044 across 3 Capital Markets names. MS ranks #3 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	1,485	$1,501,884
2	SCHW	Schwab Charles Corp	13,383	$1,234,849
3	MS	Morgan Stanley This page	1,738	$363,311

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$363,311	1,738	+40.7%	Shares	Sole	2026-08-03
2026-03-31	$203,243	1,235	-14.8%	Shares	Sole	2026-04-27
2025-12-31	$257,418	1,450	-1.1%	Shares	Sole	2026-01-21
2025-09-30	$233,035	1,466	—	Shares	Sole	2025-10-30
No filing history on record for this holder in this stock.