Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$761,741
+$159,251 QoQ
Shares Held
3,644
-0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,566
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Waldron Private Wealth LLC holds $1,493,972 across 2 Capital Markets names. MS ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,644 | $761,741 | |
| 2 | GS |
Goldman Sachs Group Inc
|
724 | $732,231 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $761,741 | 3,644 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $602,490 | 3,661 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $640,883 | 3,610 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $543,961 | 3,422 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $462,865 | 3,286 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $395,511 | 3,390 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $964,146 | 7,669 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $777,525 | 7,459 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $774,118 | 7,965 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $739,532 | 7,854 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $641,373 | 6,878 | Shares | Sole | 2024-08-29 | |
| 2023-09-30 | $515,092 | 6,307 | Shares | Sole | 2024-08-29 | |
| 2023-06-30 | $531,358 | 6,222 | Shares | Sole | 2024-08-29 | |
| 2023-03-31 | $793,712 | 9,040 | Shares | Sole | 2024-08-29 | |
| 2022-12-31 | $786,009 | 9,245 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $730,447 | 9,245 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $629,092 | 8,271 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $680,234 | 7,783 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $703,021 | 7,162 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $657,815 | 6,760 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $491,183 | 5,357 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $418,820 | 5,393 | Shares | Sole | 2021-05-11 | |
| 2020-12-31 | $237,045 | 3,459 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||