Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$661,820
+$140,792 QoQ
Shares Held
3,166
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,635
of 2,723 holders
Holding Since
Mar 2023
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, 2026Summit Wealth Group, LLC holds $923,764 across 2 Capital Markets names. MS ranks #1 (71.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,166 | $661,820 | |
| 2 | GS |
Goldman Sachs Group Inc
|
259 | $261,944 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $661,820 | 3,166 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $521,028 | 3,166 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $562,059 | 3,166 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $474,654 | 2,986 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $420,607 | 2,986 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $349,426 | 2,995 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $375,022 | 2,983 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $310,947 | 2,983 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $289,917 | 2,983 | Shares | Sole | 2024-07-31 | |
| 2023-03-31 | $1,719,036 | 19,579 | Shares | Sole | 2023-05-10 | |
| No filing history on record for this holder in this stock. | ||||||