Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$784,945
+$169,783 QoQ
Shares Held
3,755
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,548
of 2,723 holders
Holding Since
Mar 2025
5 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, 2026INSPIRION WEALTH ADVISORS, LLC holds $1,094,424 across 2 Capital Markets names. MS ranks #1 (71.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,755 | $784,945 | |
| 2 | GS |
Goldman Sachs Group Inc
|
306 | $309,479 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $784,945 | 3,755 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $615,162 | 3,738 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $663,607 | 3,738 | Shares | Sole | 2026-01-09 | |
| 2025-06-30 | $526,534 | 3,738 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $436,112 | 3,738 | Shares | Sole | 2025-04-09 | |
| No filing history on record for this holder in this stock. | ||||||