Global Wealth Management Investment Advisory, Inc.
Position in MS — Morgan Stanley
CIK 1767855
FORT LAUDERDALE, FL
Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,701,708
+$1,826,797 QoQ
Shares Held
41,627
-0.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.00%
of 13F equity value
Holder Rank
#593
of 2,723 holders
Holding Since
Mar 2020
22 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, 2026Global Wealth Management Investment Advisory, Inc. holds $8,907,016 across 2 Capital Markets names. MS ranks #1 (97.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
41,627 | $8,701,708 | |
| 2 | GS |
Goldman Sachs Group Inc
|
203 | $205,308 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,701,708 | 41,627 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $6,874,911 | 41,775 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $7,182,686 | 40,459 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,404,975 | 40,293 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $5,813,292 | 41,270 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $4,885,672 | 41,876 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $5,187,584 | 41,263 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $4,433,952 | 42,536 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $4,338,075 | 44,635 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $4,108,200 | 43,630 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $4,054,976 | 43,485 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $3,119,548 | 38,197 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,243,748 | 37,983 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $3,266,160 | 37,200 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,116,153 | 36,652 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,095,661 | 26,524 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,959,838 | 25,767 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,776,142 | 20,322 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,963 | 20 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,432 | 25 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $2,292 | 25 | Shares | Sole | 2021-08-11 | |
| 2020-03-31 | $11,050 | 325 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||