Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$212,802
-$766 QoQ
Shares Held
1,018
-15.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#2,363
of 2,723 holders
Holding Since
Dec 2020
6 quarters on record
Voting authority
Sole 0%
Shared 99%
None 1%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Meridian Wealth Partners, LLC holds $504,076 across 2 Capital Markets names. MS ranks #2 (42.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
288 | $291,274 | |
| 2 | MS |
Morgan Stanley
This page
|
1,018 | $212,802 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $212,802 | 1,018 | Shares | Defined | 2026-08-12 | |
| 2025-12-31 | $213,568 | 1,203 | Shares | Defined | 2026-02-13 | |
| 2024-12-31 | $370,748 | 2,949 | Shares | Defined | 2025-02-11 | |
| 2021-09-30 | $61,401 | 631 | Shares | Defined | 2021-11-12 | |
| 2021-03-31 | $48,847 | 629 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $24,465 | 357 | Shares | Defined | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||