Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$328,401
+$70,356 QoQ
Shares Held
1,571
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.70%
of 13F equity value
Holder Rank
#2,066
of 2,722 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Northwest Quadrant Wealth Management, LLC holds $706,653 across 2 Capital Markets names. MS ranks #2 (46.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
374 | $378,252 | |
| 2 | MS |
Morgan Stanley
This page
|
1,571 | $328,401 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $328,401 | 1,571 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $258,045 | 1,568 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $277,834 | 1,565 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $248,295 | 1,562 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $247,772 | 1,759 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $204,755 | 1,755 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $236,605 | 1,882 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||