Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$19,231
+$4,256 QoQ
Shares Held
92
+1.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#2,651
of 2,722 holders
Holding Since
Mar 2020
9 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, 2026Darwin Wealth Management, LLC holds $273,100 across 8 Capital Markets names. MS ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
1,040 | $95,960 | |
| 2 | GS |
Goldman Sachs Group Inc
|
75 | $75,852 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
816 | $71,024 | |
| 4 | MS |
Morgan Stanley
This page
|
92 | $19,231 | |
| 5 | GLXY |
Galaxy Digital Inc.
|
376 | $10,279 | |
| 6 | PJT |
PJT Partners Inc.
|
5 | $754 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
0 | $0 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
0 | $0 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,231 | 92 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $14,975 | 91 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $16,155 | 91 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $14,465 | 91 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $12,677 | 90 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $10,500 | 90 | Shares | Sole | 2025-08-18 | |
| 2024-12-31 | $11,314 | 90 | Shares | Sole | 2025-09-02 | |
| 2024-09-30 | $4,065 | 39 | Shares | Sole | 2024-11-08 | |
| 2020-03-31 | $7,684 | 226 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||