Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$60,796,319
+$12,418,534 QoQ
Shares Held
290,836
-1.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.54%
of 13F equity value
Holder Rank
#246
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026AE Wealth Management LLC holds $118,563,205 across 13 Capital Markets names. MS ranks #1 (51.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
290,836 | $60,796,319 | |
| 2 | GS |
Goldman Sachs Group Inc
|
48,574 | $49,126,251 | |
| 3 | SCHW |
Schwab Charles Corp
|
42,736 | $3,943,234 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
16,014 | $1,393,850 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
8,640 | $866,407 | |
| 6 | MC |
Moelis & Co
|
6,707 | $438,755 | |
| 7 | MARA |
MARA Holdings, Inc.
|
30,142 | $418,663 | |
| 8 | EVR |
Evercore Inc.
|
1,184 | $404,259 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,796,319 | 290,836 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $48,377,785 | 293,965 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $27,498,303 | 154,894 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $3,424,460 | 21,543 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $2,614,348 | 18,560 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $1,625,902 | 13,936 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $1,748,757 | 13,910 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $1,415,158 | 13,576 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $1,092,605 | 11,242 | Shares | Other | 2024-08-12 | |
| 2024-03-31 | $730,488 | 7,758 | Shares | Other | 2024-05-15 | |
| 2023-12-31 | $7,756,068 | 83,175 | Shares | Other | 2024-02-14 | |
| 2023-09-30 | $6,566,430 | 80,402 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $8,116,756 | 95,044 | Shares | Other | 2023-07-10 | |
| 2023-03-31 | $7,117,682 | 81,067 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $7,025,967 | 82,639 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $5,446,791 | 68,938 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $4,659,055 | 61,255 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,558,609 | 52,158 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $2,710,982 | 27,618 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $2,350,912 | 24,159 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $2,209,637 | 24,099 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,779,190 | 22,910 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,735,796 | 25,329 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $1,537,965 | 31,809 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,714,746 | 35,502 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $1,613,674 | 47,461 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||