MinichMacGregor Wealth Management, LLC
Position in MS — Morgan Stanley
CIK 1744318
Saratoga Springs, NY
Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$304,153
+$20,929 QoQ
Shares Held
1,455
-15.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#2,124
of 2,723 holders
Holding Since
Dec 2022
4 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, 2026MinichMacGregor Wealth Management, LLC holds $765,337 across 2 Capital Markets names. MS ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
456 | $461,184 | |
| 2 | MS |
Morgan Stanley
This page
|
1,455 | $304,153 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,153 | 1,455 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $283,224 | 1,721 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $285,290 | 1,607 | Shares | Sole | 2026-02-17 | |
| 2022-12-31 | $9,522 | 112 | Shares | Sole | 2023-01-09 | |
| No filing history on record for this holder in this stock. | ||||||