Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$376,481
+$80,255 QoQ
Shares Held
1,801
+0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,998
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Entruity Wealth, LLC holds $376,481 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,801 | $376,481 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $376,481 | 1,801 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $296,226 | 1,800 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $319,554 | 1,800 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $286,128 | 1,800 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $253,548 | 1,800 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $210,006 | 1,800 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $226,296 | 1,800 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||