Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$289,938
+$45,058 QoQ
Shares Held
1,387
-6.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#2,158
of 2,723 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Wealth Architects, LLC holds $580,201 across 2 Capital Markets names. MS ranks #2 (50.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
287 | $290,263 | |
| 2 | MS |
Morgan Stanley
This page
|
1,387 | $289,938 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $289,938 | 1,387 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $244,880 | 1,488 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $267,715 | 1,508 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||