Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$773,029
+$164,450 QoQ
Shares Held
3,698
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#1,556
of 2,722 holders
Holding Since
Jun 2020
23 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, 2026Centric Wealth Management holds $6,816,849 across 3 Capital Markets names. MS ranks #3 (11.3% of the industry book) .
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $773,029 | 3,698 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $608,579 | 3,698 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $656,505 | 3,698 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $586,721 | 3,691 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $515,688 | 3,661 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $428,878 | 3,676 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $462,146 | 3,676 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $406,119 | 3,896 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $378,457 | 3,894 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $366,564 | 3,893 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $362,835 | 3,891 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $325,699 | 3,988 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $340,404 | 3,986 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $273,145 | 3,111 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $263,136 | 3,095 | Shares | Sole | 2023-01-04 | |
| 2022-09-30 | $324,731 | 4,110 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $342,346 | 4,501 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $368,391 | 4,215 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $383,609 | 3,908 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $377,173 | 3,876 | Shares | Sole | 2021-10-06 | |
| 2021-06-30 | $355,390 | 3,876 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $222,495 | 2,865 | Shares | Sole | 2021-04-14 | |
| 2020-06-30 | $244,977 | 5,072 | Shares | Sole | 2020-07-29 | |
| No filing history on record for this holder in this stock. | ||||||