Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$457,797
+$98,870 QoQ
Shares Held
2,190
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.87%
of 13F equity value
Holder Rank
#1,847
of 2,723 holders
Holding Since
Sep 2024
6 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, 2026RESTON WEALTH MANAGEMENT LLC holds $457,797 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
|
2,190 | $457,797 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $457,797 | 2,190 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $358,927 | 2,181 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $386,837 | 2,179 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $278,338 | 1,751 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $232,700 | 1,652 | Shares | Sole | 2025-08-06 | |
| 2024-09-30 | $133,114 | 1,277 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||