SUMMIT WEALTH & RETIREMENT PLANNING, INC.
PensionPosition in MS — Morgan Stanley
CIK 1766995
EAGLE, ID
Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$612,487
+$60,355 QoQ
Shares Held
2,930
-12.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.72%
of 13F equity value
Holder Rank
#1,675
of 2,722 holders
Holding Since
Jun 2025
5 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, 2026SUMMIT WEALTH & RETIREMENT PLANNING, INC. holds $1,031,761 across 2 Capital Markets names. MS ranks #1 (59.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,930 | $612,487 | |
| 2 | SCHW |
Schwab Charles Corp
|
4,544 | $419,274 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $612,487 | 2,930 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $552,132 | 3,355 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $500,989 | 2,822 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $445,088 | 2,800 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $394,408 | 2,800 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||