Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$280,740
+$59,723 QoQ
Shares Held
1,343
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#2,176
of 2,723 holders
Holding Since
Sep 2023
7 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026RVW Wealth, LLC holds $1,481,236 across 2 Capital Markets names. MS ranks #2 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,187 | $1,200,496 | |
| 2 | MS |
Morgan Stanley
This page
|
1,343 | $280,740 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $280,740 | 1,343 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $221,017 | 1,343 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $618,869 | 3,486 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $543,007 | 3,416 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $477,233 | 3,388 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $405,894 | 3,479 | Shares | Sole | 2025-05-08 | |
| 2023-09-30 | $27,441 | 336 | Shares | Sole | 2023-10-12 | |
| No filing history on record for this holder in this stock. | ||||||