Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,469,760
+$476,745 QoQ
Shares Held
7,031
+16.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,219
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026ATTICUS WEALTH MANAGEMENT, LLC holds $2,426,102 across 3 Capital Markets names. MS ranks #1 (60.6% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,469,760 | 7,031 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $993,015 | 6,034 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $1,077,252 | 6,068 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $961,549 | 6,049 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $580,624 | 4,122 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $99,169 | 850 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $106,862 | 850 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $88,604 | 850 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $83,097 | 855 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $80,506 | 855 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $79,728 | 855 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $71,216 | 872 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $74,468 | 872 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $75,069 | 855 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $72,692 | 855 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $68,422 | 866 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $65,867 | 866 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $11,973 | 137 | Shares | Sole | 2022-04-15 | |
| 2021-12-31 | $12,368 | 126 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||