Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$592,210
+$125,984 QoQ
Shares Held
2,833
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,691
of 2,722 holders
Holding Since
Dec 2024
7 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, 2026CM WEALTH ADVISORS LLC holds $798,529 across 2 Capital Markets names. MS ranks #1 (74.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,833 | $592,210 | |
| 2 | GS |
Goldman Sachs Group Inc
|
204 | $206,319 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $592,210 | 2,833 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $466,226 | 2,833 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $421,278 | 2,373 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $280,723 | 1,766 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $248,758 | 1,766 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $206,039 | 1,766 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $222,021 | 1,766 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||