Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$387,142
+$99,310 QoQ
Shares Held
1,852
+5.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.95%
of 13F equity value
Holder Rank
#1,976
of 2,723 holders
Holding Since
Dec 2020
21 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, 2026Maltin Wealth Management, Inc. holds $1,366,148 across 2 Capital Markets names. MS ranks #2 (28.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
968 | $979,006 | |
| 2 | MS |
Morgan Stanley
This page
|
1,852 | $387,142 |
All Filings in MS
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $387,142 | 1,852 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $287,832 | 1,749 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $311,032 | 1,752 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $275,954 | 1,736 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $243,828 | 1,731 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $202,305 | 1,734 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $224,410 | 1,785 | Shares | Sole | 2025-01-16 | |
| 2024-03-31 | $212,989 | 2,262 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $692,381 | 7,425 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $684,312 | 8,379 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $705,574 | 8,262 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $676,060 | 7,700 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $651,763 | 7,666 | Shares | Sole | 2023-02-17 | |
| 2022-09-30 | $617,858 | 7,820 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $606,046 | 7,968 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $883,177 | 10,105 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $939,783 | 9,574 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $536,080 | 5,509 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $502,277 | 5,478 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $447,243 | 5,759 | Shares | Sole | 2021-04-29 | |
| 2020-12-31 | $303,793 | 4,433 | Shares | Sole | 2021-01-20 | |
| No filing history on record for this holder in this stock. | ||||||