Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$5,600,599
+$1,283,599 QoQ
Shares Held
26,792
+2.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.36%
of 13F equity value
Holder Rank
#709
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026Hedeker Wealth, LLC holds $10,282,045 across 2 Capital Markets names. MS ranks #1 (54.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
26,792 | $5,600,599 | |
| 2 | IBKR |
Interactive Brokers Group, Inc.
|
53,785 | $4,681,446 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,600,599 | 26,792 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,317,000 | 26,232 | Shares | Sole | 2026-05-11 | |
| No filing history on record for this holder in this stock. | ||||||