Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$275,723
+$9,285 QoQ
Shares Held
1,319
-18.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#2,181
of 2,722 holders
Holding Since
Sep 2020
14 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, 2026Beirne Wealth Consulting Services, LLC holds $1,067,625 across 2 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
783 | $791,902 | |
| 2 | MS |
Morgan Stanley
This page
|
1,319 | $275,723 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $275,723 | 1,319 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $266,438 | 1,619 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $292,214 | 1,646 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $557,790 | 3,509 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $228,052 | 1,619 | Shares | Sole | 2025-08-04 | |
| 2024-12-31 | $203,540 | 1,619 | Shares | Sole | 2025-01-31 | |
| 2023-12-31 | $262,685 | 2,817 | Shares | Sole | 2024-02-06 | |
| 2022-03-31 | $332,120 | 3,800 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $373,008 | 3,800 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $350,316 | 3,600 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $330,084 | 3,600 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $279,576 | 3,600 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $967,780 | 14,122 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $1,393,543 | 28,822 | Shares | Sole | 2020-11-05 | |
| No filing history on record for this holder in this stock. | ||||||