Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$652,413
-$9,158 QoQ
Shares Held
3,121
-22.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.09%
of 13F equity value
Holder Rank
#1,648
of 2,723 holders
Holding Since
Jun 2021
19 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Beta Wealth Group, Inc. holds $1,206,955 across 2 Capital Markets names. MS ranks #1 (54.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,121 | $652,413 | |
| 2 | SCHW |
Schwab Charles Corp
|
6,010 | $554,542 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $652,413 | 3,121 | Shares | Other | 2026-07-24 | |
| 2026-03-31 | $661,571 | 4,020 | Shares | Other | 2026-05-07 | |
| 2025-12-31 | $802,258 | 4,519 | Shares | Other | 2026-02-13 | |
| 2025-09-30 | $749,814 | 4,717 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $511,603 | 3,632 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $551,615 | 4,728 | Shares | Other | 2025-05-09 | |
| 2024-12-31 | $569,008 | 4,526 | Shares | Other | 2025-01-31 | |
| 2024-09-30 | $721,757 | 6,924 | Shares | Other | 2024-11-01 | |
| 2024-06-30 | $633,581 | 6,519 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $594,526 | 6,314 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $625,707 | 6,710 | Shares | Other | 2024-02-12 | |
| 2023-09-30 | $482,179 | 5,904 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $495,320 | 5,800 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $430,220 | 4,900 | Shares | Other | 2023-05-09 | |
| 2022-12-31 | $391,092 | 4,600 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $339,743 | 4,300 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $304,240 | 4,000 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $323,380 | 3,700 | Shares | Other | 2022-05-12 | |
| 2021-06-30 | $210,887 | 2,300 | Shares | Other | 2021-08-16 | |
| No filing history on record for this holder in this stock. | ||||||