Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$962,211
+$207,658 QoQ
Shares Held
4,603
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,427
of 2,723 holders
Holding Since
Jun 2020
21 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, 2026Bell & Brown Wealth Advisors, LLC holds $13,545,676 across 2 Capital Markets names. MS ranks #2 (7.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
12,442 | $12,583,465 | |
| 2 | MS |
Morgan Stanley
This page
|
4,603 | $962,211 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $962,211 | 4,603 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $754,553 | 4,585 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $810,601 | 4,566 | Shares | Sole | 2026-05-13 | |
| 2025-09-30 | $723,268 | 4,550 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $637,814 | 4,528 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $525,598 | 4,505 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $563,602 | 4,483 | Shares | Sole | 2025-05-07 | |
| 2024-09-30 | $464,493 | 4,456 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $430,260 | 4,427 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $414,304 | 4,400 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $414,496 | 4,445 | Shares | Sole | 2024-02-12 | |
| 2023-06-30 | $372,771 | 4,365 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $375,608 | 4,278 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $361,760 | 4,255 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $334,291 | 4,231 | Shares | Sole | 2022-10-26 | |
| 2022-06-30 | $319,071 | 4,195 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $363,496 | 4,159 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $454,186 | 4,627 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $447,139 | 4,595 | Shares | Sole | 2021-11-12 | |
| 2020-09-30 | $244,119 | 5,049 | Shares | Sole | 2020-10-23 | |
| 2020-06-30 | $242,224 | 5,015 | Shares | Defined | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||