Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$417,452
-$132,909 QoQ
Shares Held
1,997
-66.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.25%
of 13F equity value
Holder Rank
#1,918
of 2,723 holders
Holding Since
Dec 2021
10 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, 2026Laidlaw Wealth Management LLC holds $417,452 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,997 | $417,452 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $417,452 | 1,997 | Shares | Sole | 2026-08-11 | |
| 2023-12-31 | $550,361 | 5,902 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $503,087 | 6,160 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,256,404 | 14,712 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $631,808 | 7,196 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $568,613 | 6,688 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $528,102 | 6,684 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $376,192 | 4,946 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $429,483 | 4,914 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $416,787 | 4,246 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||