Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,281,509
+$676,037 QoQ
Shares Held
15,698
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.08%
of 13F equity value
Holder Rank
#887
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026Compton Wealth Advisory Group, LLC holds $3,281,509 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
15,698 | $3,281,509 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,281,509 | 15,698 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $2,605,472 | 15,832 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,463,406 | 13,876 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,245,310 | 14,125 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $1,988,943 | 14,120 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,564,778 | 13,412 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $1,646,051 | 13,093 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,277,044 | 12,251 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,122,738 | 11,552 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $1,110,523 | 11,794 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,083,658 | 11,621 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $924,096 | 11,315 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $927,444 | 10,860 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $940,601 | 10,713 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $721,564 | 8,487 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,145,328 | 14,496 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,081,040 | 14,213 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,201,313 | 13,745 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,252,030 | 12,755 | Shares | Sole | 2022-01-19 | |
| No filing history on record for this holder in this stock. | ||||||