Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,106,448
+$180,742 QoQ
Shares Held
5,293
-5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,347
of 2,723 holders
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 10%
Shared 0%
None 90%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cornerstone Wealth Management, LLC holds $7,863,377 across 6 Capital Markets names. MS ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LPLA |
LPL Financial Holdings Inc.
|
10,662 | $3,003,272 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,971 | $1,993,410 | |
| 3 | MS |
Morgan Stanley
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|
5,293 | $1,106,448 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
6,919 | $693,837 | |
| 5 | SCHW |
Schwab Charles Corp
|
6,270 | $578,532 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,190 | $487,878 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,448 | 5,293 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $925,706 | 5,625 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $922,445 | 5,196 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $833,427 | 5,243 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $633,306 | 4,496 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $523,614 | 4,488 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $538,584 | 4,284 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $440,309 | 4,224 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $429,385 | 4,418 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $420,612 | 4,467 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $408,808 | 4,384 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $416,108 | 5,095 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $415,556 | 4,866 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $443,477 | 5,051 | Shares | Sole | 2023-05-15 | |
| 2022-09-30 | $453,122 | 5,735 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $532,724 | 7,004 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $351,435 | 4,021 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $379,879 | 3,870 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $380,190 | 3,907 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $252,422 | 2,753 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $208,128 | 2,680 | Shares | Sole | 2021-04-30 | |
| No filing history on record for this holder in this stock. | ||||||