Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$502,323
-$119,093 QoQ
Shares Held
2,403
-36.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,791
of 2,723 holders
Holding Since
Jun 2023
13 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, 2026Connecticut Wealth Management, LLC holds $1,821,495 across 3 Capital Markets names. MS ranks #2 (27.6% of the industry book) .
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $502,323 | 2,403 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $621,416 | 3,776 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $836,521 | 4,712 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $718,817 | 4,522 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $665,000 | 4,721 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $554,182 | 4,750 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $603,078 | 4,797 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $499,830 | 4,795 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $487,019 | 5,011 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $423,155 | 4,494 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $514,180 | 5,514 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $599,212 | 7,337 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $248,343 | 2,908 | Shares | Sole | 2023-07-25 | |
| No filing history on record for this holder in this stock. | ||||||