Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$299,972
+$64,637 QoQ
Shares Held
1,435
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#2,130
of 2,723 holders
Holding Since
Mar 2020
6 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, 2026EPG Wealth Management LLC holds $1,543,042 across 2 Capital Markets names. MS ranks #2 (19.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HOOD |
Robinhood Markets, Inc.
|
12,396 | $1,243,070 | |
| 2 | MS |
Morgan Stanley
This page
|
1,435 | $299,972 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $299,972 | 1,435 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $235,335 | 1,430 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $252,802 | 1,424 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $221,272 | 1,392 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $202,134 | 1,435 | Shares | Sole | 2025-08-05 | |
| 2020-03-31 | $11,016 | 324 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||