Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$430,831
-$23,711 QoQ
Shares Held
2,061
-25.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#1,894
of 2,723 holders
Holding Since
Mar 2021
8 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, 2026WealthShield Partners, LLC holds $923,368 across 2 Capital Markets names. MS ranks #2 (46.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
487 | $492,537 | |
| 2 | MS |
Morgan Stanley
This page
|
2,061 | $430,831 |
All Filings in MS
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $430,831 | 2,061 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $454,542 | 2,762 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $491,403 | 2,768 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $340,969 | 2,145 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $302,285 | 2,146 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $251,890 | 2,159 | Shares | Sole | 2025-05-09 | |
| 2021-12-31 | $222,430 | 2,266 | Shares | Sole | 2022-02-10 | |
| 2021-03-31 | $130,779 | 1,684 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||