Position in MS
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$236,424
-$20,284 QoQ
Shares Held
1,131
-21.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,277
of 2,723 holders
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lineweaver Wealth Advisors, LLC holds $3,898,594 across 2 Capital Markets names. MS ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
3,621 | $3,662,170 | |
| 2 | MS |
Morgan Stanley
This page
|
1,131 | $236,424 |
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $236,424 | 1,131 | Shares | Sole | 2026-07-09 | |
| 2025-12-31 | $256,708 | 1,446 | Shares | Sole | 2026-01-14 | |
| No filing history on record for this holder in this stock. | ||||||