Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$29,892
+$5,865 QoQ
Shares Held
143
-2.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#2,613
of 2,718 holders
Holding Since
Mar 2020
26 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, 2026RAFFA WEALTH MANAGEMENT, LLC holds $319,964 across 24 Capital Markets names. MS ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
229 | $231,603 | |
| 2 | SCHW |
Schwab Charles Corp
|
383 | $35,339 | |
| 3 | MS |
Morgan Stanley
This page
|
143 | $29,892 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
87 | $8,724 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
38 | $3,307 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
8 | $2,253 | |
| 7 | GOLD |
Gold.com, Inc.
|
53 | $2,205 | |
| 8 | NMR |
Nomura Holdings Inc
|
250 | $2,195 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29,892 | 143 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $24,027 | 146 | Shares | Sole | 2026-07-27 | |
| 2025-12-31 | $21,126 | 119 | Shares | Sole | 2026-07-27 | |
| 2025-09-30 | $16,531 | 104 | Shares | Sole | 2026-07-27 | |
| 2025-06-30 | $12,536 | 89 | Shares | Sole | 2026-07-27 | |
| 2025-03-31 | $14,350 | 123 | Shares | Sole | 2026-07-27 | |
| 2024-12-31 | $16,092 | 128 | Shares | Sole | 2026-07-27 | |
| 2024-09-30 | $11,570 | 111 | Shares | Sole | 2026-07-27 | |
| 2024-06-30 | $10,788 | 111 | Shares | Sole | 2026-07-27 | |
| 2024-03-31 | $10,451 | 111 | Shares | Sole | 2026-07-27 | |
| 2023-12-31 | $10,350 | 111 | Shares | Sole | 2026-07-27 | |
| 2023-09-30 | $9,065 | 111 | Shares | Sole | 2026-07-27 | |
| 2023-06-30 | $9,479 | 111 | Shares | Sole | 2026-07-27 | |
| 2023-03-31 | $9,745 | 111 | Shares | Sole | 2026-07-27 | |
| 2022-12-31 | $13,263 | 156 | Shares | Sole | 2026-07-27 | |
| 2022-09-30 | $12,325 | 156 | Shares | Sole | 2026-07-27 | |
| 2022-06-30 | $11,865 | 156 | Shares | Sole | 2026-07-27 | |
| 2022-03-31 | $13,634 | 156 | Shares | Sole | 2026-07-27 | |
| 2021-12-31 | $24,540 | 250 | Shares | Sole | 2026-07-27 | |
| 2021-09-30 | $28,511 | 293 | Shares | Sole | 2026-07-27 | |
| 2021-06-30 | $37,042 | 404 | Shares | Sole | 2026-07-27 | |
| 2021-03-31 | $31,374 | 404 | Shares | Sole | 2026-07-27 | |
| 2020-12-31 | $28,028 | 409 | Shares | Sole | 2026-07-27 | |
| 2020-09-30 | $15,278 | 316 | Shares | Sole | 2026-07-27 | |
| 2020-06-30 | $7,534 | 156 | Shares | Sole | 2026-07-27 | |
| 2020-03-31 | $5,032 | 148 | Shares | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||