Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$393,831
+$86,744 QoQ
Shares Held
1,884
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.57%
of 13F equity value
Holder Rank
#1,958
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026Sharp Wealth Advisory, LLC holds $773,094 across 2 Capital Markets names. MS ranks #1 (50.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,884 | $393,831 | |
| 2 | GS |
Goldman Sachs Group Inc
|
375 | $379,263 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $393,831 | 1,884 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $307,087 | 1,866 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||