Position in MS
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$2,029,477
-$71,945 QoQ
Shares Held
12,332
+4.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Principle Wealth Partners LLC holds $19,332,043 across 6 Capital Markets names. MS ranks #2 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
18,352 | $15,525,608 | |
| 2 | MS |
Morgan Stanley
This page
|
12,332 | $2,029,477 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,917 | $687,248 | |
| 4 | SCHW |
Schwab Charles Corp
|
6,266 | $588,878 | |
| 5 | PJT |
PJT Partners Inc.
|
3,514 | $490,976 | |
| 6 | ABTC |
American Bitcoin Corp.
|
160,000 | $9,856 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,029,477 | 12,332 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $2,101,422 | 11,837 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $1,843,936 | 11,600 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,642,991 | 11,664 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $1,358,038 | 11,640 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $1,461,746 | 11,627 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $1,216,897 | 11,674 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,131,680 | 11,644 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,096,022 | 11,640 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $1,085,057 | 11,636 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $949,822 | 11,630 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $992,775 | 11,625 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $1,103,207 | 12,565 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,067,936 | 12,561 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $994,577 | 12,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $957,443 | 12,588 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $1,100,191 | 12,588 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,235,343 | 12,585 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $1,212,190 | 12,457 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,209,116 | 13,187 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,068,834 | 13,763 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $943,178 | 13,763 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $689,132 | 14,253 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $688,419 | 14,253 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $484,602 | 14,253 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||