Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$654,713
+$141,749 QoQ
Shares Held
3,132
+0.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.60%
of 13F equity value
Holder Rank
#1,645
of 2,723 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 0%
Shared 25%
None 75%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Omnia Family Wealth, LLC holds $1,144,216 across 2 Capital Markets names. MS ranks #1 (57.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,132 | $654,713 | |
| 2 | GS |
Goldman Sachs Group Inc
|
484 | $489,503 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $654,713 | 3,132 | Shares | Defined | 2026-07-09 | |
| 2026-03-31 | $512,964 | 3,117 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $673,193 | 3,792 | Shares | Defined | 2026-01-16 | |
| 2025-09-30 | $598,325 | 3,764 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $532,028 | 3,777 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $422,695 | 3,623 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $394,760 | 3,140 | Shares | Defined | 2025-02-27 | |
| 2024-09-30 | $319,287 | 3,063 | Shares | Defined | 2024-11-06 | |
| 2024-06-30 | $288,265 | 2,966 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $270,710 | 2,875 | Shares | Defined | 2024-04-30 | |
| 2023-12-31 | $269,865 | 2,894 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $236,352 | 2,894 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $409,407 | 4,794 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $420,913 | 4,794 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $407,585 | 4,794 | Shares | Defined | 2023-01-31 | |
| 2022-09-30 | $378,773 | 4,794 | Shares | Defined | 2022-10-27 | |
| 2022-06-30 | $364,631 | 4,794 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $418,995 | 4,794 | Shares | Defined | 2022-05-06 | |
| 2021-12-31 | $470,579 | 4,794 | Shares | Defined | 2022-02-04 | |
| 2021-09-30 | $466,504 | 4,794 | Shares | Defined | 2021-11-03 | |
| 2021-06-30 | $265,350 | 2,894 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $224,748 | 2,894 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $202,985 | 2,962 | Shares | Defined | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||