Sculati Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1803397 Bloomfield Hills, MI

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$6,324,505

+$1,256,243 QoQ

Shares Held

30,255

-1.8% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

3.67%

of 13F equity value

Holder Rank

#681

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Sculati Wealth Management, LLC holds $16,968,762 across 3 Capital Markets names. MS ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,974	$7,053,294
2	MS	Morgan Stanley This page	30,255	$6,324,505
3	SCHW	Schwab Charles Corp	38,918	$3,590,963

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,324,505	30,255	-1.8%	Shares	Sole	2026-07-21
2026-03-31	$5,068,262	30,797	-1.1%	Shares	Sole	2026-04-09
2025-12-31	$5,529,349	31,146	+0.5%	Shares	Sole	2026-02-05
2025-09-30	$4,924,262	30,978	-0.6%	Shares	Sole	2025-11-14
2025-06-30	$4,390,887	31,172	-1.8%	Shares	Sole	2025-08-08
2025-03-31	$3,702,639	31,736	-3.2%	Shares	Sole	2025-05-12
2024-12-31	$4,120,347	32,774	-3.1%	Shares	Sole	2025-02-26
2024-09-30	$3,527,168	33,837	-1.5%	Shares	Sole	2025-02-26
2024-06-30	$3,339,254	34,358	-1.9%	Shares	Sole	2024-08-09
2024-03-31	$3,296,824	35,013	-3.9%	Shares	Sole	2024-05-14
2023-12-31	$3,395,698	36,415	-0.1%	Shares	Sole	2024-02-12
2023-09-30	$2,976,871	36,450	-0.3%	Shares	Sole	2023-11-09
2023-06-30	$3,122,394	36,562	-1.2%	Shares	Sole	2023-08-11
2023-03-31	$3,247,897	36,992	-1.0%	Shares	Sole	2023-05-05
2022-12-31	$3,176,942	37,367	-4.1%	Shares	Sole	2023-02-10
2022-09-30	$3,078,782	38,967	+6.4%	Shares	Sole	2022-11-15
2022-06-30	$2,785,773	36,626	+0.4%	Shares	Sole	2022-08-09
2022-03-31	$3,187,565	36,471	+0.9%	Shares	Sole	2022-05-10
2021-12-31	$3,549,072	36,156	+0.9%	Shares	Sole	2022-02-07
2021-09-30	$3,486,422	35,828	-1.7%	Shares	Sole	2021-11-02
2021-06-30	$3,341,917	36,448	-0.2%	Shares	Sole	2021-08-13
2021-03-31	$2,836,376	36,523	-0.1%	Shares	Sole	2021-05-14
2020-12-31	$2,505,730	36,564	+0.4%	Shares	Sole	2021-02-10
2020-09-30	$1,760,616	36,414	+5.7%	Shares	Sole	2020-11-13
2020-06-30	$1,664,611	34,464	+0.4%	Shares	Sole	2020-08-14
2020-03-31	$1,166,778	34,317	—	Shares	Sole	2020-05-22
No filing history on record for this holder in this stock.