Position in MS
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$1,964,976
+$573,208 QoQ
Shares Held
9,400
+11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#1,081
of 2,731 holders
Holding Since
Dec 2020
23 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, 2026Kingsview Wealth Management, LLC holds $22,075,416 across 12 Capital Markets names. MS ranks #5 (8.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,533 | $5,595,910 | |
| 2 | SCHW |
Schwab Charles Corp
|
57,815 | $5,334,589 | |
| 3 | SF |
Stifel Financial Corp
|
62,766 | $4,379,183 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
24,413 | $2,448,135 | |
| 5 | MS |
Morgan Stanley
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|
9,400 | $1,964,976 | |
| 6 | MC |
Moelis & Co
|
10,973 | $717,853 | |
| 7 | HUT |
Hut 8 Corp.
|
3,913 | $451,736 | |
| 8 | SNEX |
StoneX Group Inc.
|
3,776 | $298,264 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,964,976 | 9,400 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $1,391,768 | 8,457 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,359,702 | 7,659 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $1,293,775 | 8,139 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,135,895 | 8,064 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $910,492 | 7,804 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $784,367 | 6,239 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $689,651 | 6,616 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $543,389 | 5,591 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $524,847 | 5,574 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $583,931 | 6,262 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $554,130 | 6,785 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $488,061 | 5,715 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $516,703 | 5,885 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $446,525 | 5,252 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $424,204 | 5,369 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $484,654 | 6,372 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $757,321 | 8,665 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $865,673 | 8,819 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $659,080 | 6,773 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $502,094 | 5,476 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $382,397 | 4,924 | Shares | Sole | 2021-05-24 | |
| 2020-12-31 | $202,232 | 2,951 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||