Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,131,950
+$544,929 QoQ
Shares Held
5,415
+51.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#1,333
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Prestige Wealth Management Group LLC holds $3,074,342 across 15 Capital Markets names. MS ranks #2 (36.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,862 | $1,883,170 | |
| 2 | MS |
Morgan Stanley
This page
|
5,415 | $1,131,950 | |
| 3 | SCHW |
Schwab Charles Corp
|
306 | $28,233 | |
| 4 | EVR |
Evercore Inc.
|
21 | $7,170 | |
| 5 | PIPR |
Piper Sandler Companies
|
84 | $6,076 | |
| 6 | HOOD |
Robinhood Markets, Inc.
|
38 | $3,810 | |
| 7 | SF |
Stifel Financial Corp
|
41 | $2,860 | |
| 8 | CLSK |
Cleanspark, Inc.
|
156 | $2,269 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,131,950 | 5,415 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $587,021 | 3,567 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $647,806 | 3,649 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $548,570 | 3,451 | Shares | Other | 2026-02-20 | |
| 2025-06-30 | $481,318 | 3,417 | Shares | Other | 2026-02-20 | |
| 2025-03-31 | $54,834 | 470 | Shares | Other | 2026-02-20 | |
| 2024-12-31 | $59,088 | 470 | Shares | Other | 2026-02-20 | |
| 2024-09-30 | $48,992 | 470 | Shares | Other | 2026-02-20 | |
| 2024-06-30 | $351,244 | 3,614 | Shares | Other | 2026-02-20 | |
| 2024-03-31 | $211,200 | 2,243 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $571,621 | 6,130 | Shares | Sole | 2024-04-26 | |
| 2023-09-30 | $466,988 | 5,718 | Shares | Sole | 2024-04-26 | |
| 2023-06-30 | $193,772 | 2,269 | Shares | Sole | 2024-04-26 | |
| 2023-03-31 | $199,218 | 2,269 | Shares | Other | 2024-04-26 | |
| 2022-12-31 | $200,476 | 2,358 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $181,485 | 2,297 | Shares | Other | 2022-11-01 | |
| 2022-06-30 | $175,013 | 2,301 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $182,927 | 2,093 | Shares | Other | 2022-05-05 | |
| 2021-12-31 | $205,841 | 2,097 | Shares | Other | 2022-02-15 | |
| 2021-09-30 | $204,058 | 2,097 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $192,273 | 2,097 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $162,852 | 2,097 | Shares | Other | 2021-05-13 | |
| 2020-12-31 | $144,460 | 2,108 | Shares | Other | 2021-02-17 | |
| 2020-09-30 | $98,102 | 2,029 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $98,000 | 2,029 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $68,986 | 2,029 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||