Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,201,980
+$249,614 QoQ
Shares Held
5,750
-0.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,298
of 2,722 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Sound View Wealth Advisors Group, LLC holds $5,623,861 across 4 Capital Markets names. MS ranks #3 (21.4% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,201,980 | 5,750 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $952,366 | 5,787 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,059,321 | 5,967 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $921,650 | 5,798 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $816,706 | 5,798 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $742,371 | 6,363 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $715,221 | 5,689 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $595,106 | 5,709 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $437,160 | 4,498 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $403,946 | 4,290 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $407,502 | 4,370 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $298,422 | 3,654 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $266,448 | 3,120 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $229,772 | 2,617 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $371,537 | 4,370 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||