Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$507,340
+$299,275 QoQ
Shares Held
2,427
+107.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#1,784
of 2,723 holders
Holding Since
Dec 2025
2 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, 20261900 WEALTH MANAGEMENT LLC holds $1,957,644 across 2 Capital Markets names. MS ranks #2 (25.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,434 | $1,450,304 | |
| 2 | MS |
Morgan Stanley
This page
|
2,427 | $507,340 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $507,340 | 2,427 | Shares | Sole | 2026-08-04 | |
| 2025-12-31 | $208,065 | 1,172 | Shares | Sole | 2026-01-20 | |
| No filing history on record for this holder in this stock. | ||||||