Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$512,984
+$140,069 QoQ
Shares Held
2,454
+8.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,776
of 2,722 holders
Holding Since
Dec 2024
7 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, 2026RKL Wealth Management LLC holds $1,000,464 across 2 Capital Markets names. MS ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,454 | $512,984 | |
| 2 | GS |
Goldman Sachs Group Inc
|
482 | $487,480 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $512,984 | 2,454 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $372,915 | 2,266 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $381,511 | 2,149 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $308,859 | 1,943 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $273,268 | 1,940 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $206,389 | 1,769 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $222,147 | 1,767 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||