Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$409,300
+$91,022 QoQ
Shares Held
1,958
+1.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#1,928
of 2,722 holders
Holding Since
Jun 2020
24 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, 2026WEALTH ALLIANCE, LLC holds $4,836,802 across 6 Capital Markets names. MS ranks #4 (8.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,655 | $1,673,817 | |
| 2 | SCHW |
Schwab Charles Corp
|
15,285 | $1,410,346 | |
| 3 | IBKR |
Interactive Brokers Group, Inc.
|
7,018 | $610,846 | |
| 4 | MS |
Morgan Stanley
This page
|
1,958 | $409,300 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
1,430 | $402,802 | |
| 6 | HLI |
Houlihan Lokey, Inc.
|
2,458 | $329,691 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,300 | 1,958 | Shares | Defined | 2026-08-11 | |
| 2026-03-31 | $318,278 | 1,934 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $374,233 | 2,108 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $364,018 | 2,290 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $818,255 | 5,809 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $691,269 | 5,925 | Shares | Defined | 2025-05-05 | |
| 2024-12-31 | $934,225 | 7,431 | Shares | Defined | 2025-02-03 | |
| 2024-09-30 | $905,532 | 8,687 | Shares | Defined | 2024-11-04 | |
| 2024-06-30 | $359,408 | 3,698 | Shares | Defined | 2024-08-09 | |
| 2024-03-31 | $347,167 | 3,687 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $376,357 | 4,036 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $329,620 | 4,036 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $391,900 | 4,589 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $465,515 | 5,302 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $417,107 | 4,906 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $387,938 | 4,910 | Shares | Defined | 2022-11-14 | |
| 2022-03-31 | $411,129 | 4,704 | Shares | Defined | 2022-05-10 | |
| 2021-12-31 | $572,959 | 5,837 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $574,030 | 5,899 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $613,039 | 6,686 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $575,615 | 7,412 | Shares | Defined | 2021-05-18 | |
| 2020-12-31 | $510,891 | 7,455 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $323,703 | 6,695 | Shares | Defined | 2020-12-01 | |
| 2020-06-30 | $350,802 | 7,263 | Shares | Defined | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||