Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,254,449
+$358,695 QoQ
Shares Held
6,001
+10.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,287
of 2,722 holders
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $7,578,181 across 4 Capital Markets names. MS ranks #2 (16.6% of the industry book) .
All Filings in MS
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,254,449 | 6,001 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $895,754 | 5,443 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $929,902 | 5,238 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $772,068 | 4,857 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $623,164 | 4,424 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $478,463 | 4,101 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $478,238 | 3,804 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $386,209 | 3,705 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $360,866 | 3,713 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $343,401 | 3,647 | Shares | Sole | 2024-04-17 | |
| 2023-09-30 | $3,880,223 | 47,511 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $4,151,977 | 48,618 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $4,221,248 | 48,078 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $3,988,458 | 46,912 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||