Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,565,804
+$676,449 QoQ
Shares Held
17,058
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#859
of 2,722 holders
Holding Since
Mar 2024
10 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, 2026Dynasty Wealth Management, LLC holds $11,564,932 across 7 Capital Markets names. MS ranks #1 (30.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
17,058 | $3,565,804 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,911 | $2,944,098 | |
| 3 | LPLA |
LPL Financial Holdings Inc.
|
6,598 | $1,858,524 | |
| 4 | SCHW |
Schwab Charles Corp
|
16,225 | $1,497,080 | |
| 5 | NMR |
Nomura Holdings Inc
|
93,798 | $823,546 | |
| 6 | FUTU |
Futu Holdings Ltd
|
5,250 | $492,135 | |
| 7 | HLI |
Houlihan Lokey, Inc.
|
2,861 | $383,745 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,565,804 | 17,058 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,889,355 | 17,557 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $3,131,806 | 17,641 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $2,576,264 | 16,207 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,680,037 | 11,927 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,707,348 | 14,634 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,825,328 | 14,519 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $2,207,177 | 21,174 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,118,158 | 21,794 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,927,455 | 20,470 | Shares | Sole | 2024-05-16 | |
| No filing history on record for this holder in this stock. | ||||||