Position in MS
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$5,017,169
+$1,139,242 QoQ
Shares Held
24,001
+1.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#741
of 2,723 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meridian Wealth Management, LLC holds $14,550,816 across 7 Capital Markets names. MS ranks #1 (34.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
24,001 | $5,017,169 | |
| 2 | IREN |
IREN Ltd
|
90,391 | $4,133,580 | |
| 3 | GS |
Goldman Sachs Group Inc
|
2,909 | $2,942,075 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
10,168 | $1,019,647 | |
| 5 | RIOT |
Riot Platforms, Inc.
|
19,218 | $526,188 | |
| 6 | SCHW |
Schwab Charles Corp
|
5,472 | $504,901 | |
| 7 | GLXY |
Galaxy Digital Inc.
|
14,896 | $407,256 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,017,169 | 24,001 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $3,877,927 | 23,564 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $4,185,092 | 23,574 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,925,040 | 24,692 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $3,530,515 | 25,064 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,784,796 | 23,869 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $2,234,924 | 17,777 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,371,589 | 13,158 | Shares | Sole | 2024-11-12 | |
| 2024-03-31 | $1,243,006 | 13,201 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $1,272,116 | 13,642 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $2,104,635 | 25,770 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $1,215,839 | 14,237 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,247,374 | 14,207 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,370,182 | 16,116 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,260,525 | 15,954 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,253,392 | 16,479 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $1,355,836 | 15,513 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,546,216 | 15,752 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $1,457,411 | 14,977 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $1,388,369 | 15,142 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $1,175,927 | 15,142 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,023,975 | 14,942 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $553,607 | 11,450 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $591,675 | 12,250 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $416,500 | 12,250 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||