Marks Group Wealth Management, Inc

Position in MS — Morgan Stanley

CIK 1802473 MINNETONKA, MN

Position in MS

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$355,576

+$82,061 QoQ

Shares Held

1,701

+2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,028

of 2,723 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 78% Shared 22% None 0%

Financial Services · as of Jun 30, 2026

Marks Group Wealth Management, Inc holds $3,197,354 across 5 Capital Markets names. MS ranks #3 (11.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IBKR	Interactive Brokers Group, Inc.	13,881	$1,208,201
2	GS	Goldman Sachs Group Inc	939	$949,676
3	MS	Morgan Stanley This page	1,701	$355,576
4	LPLA	LPL Financial Holdings Inc.	1,231	$346,747
5	SCHW	Schwab Charles Corp	3,654	$337,154

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$355,576	1,701	+2.3%	Shares	Other	2026-07-28
2026-03-31	$273,515	1,662	+0.2%	Shares	Other	2026-05-05
2025-12-31	$294,344	1,658	+0.2%	Shares	Sole	2026-02-11
2025-09-30	$262,919	1,654	+0.3%	Shares	Other	2025-11-10
2025-06-30	$232,277	1,649	—	Shares	Other	2025-07-22
No filing history on record for this holder in this stock.