Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,627,585
+$392,323 QoQ
Shares Held
7,786
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,174
of 2,723 holders
Holding Since
Dec 2021
18 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, 2026Aprio Wealth Management, LLC holds $5,050,272 across 3 Capital Markets names. MS ranks #2 (32.2% of the industry book) .
All Filings in MS
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,627,585 | 7,786 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,235,262 | 7,506 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,237,384 | 6,970 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $761,895 | 4,793 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $562,876 | 3,996 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $436,695 | 3,743 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $501,999 | 3,993 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $364,944 | 3,501 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $349,398 | 3,595 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $332,949 | 3,536 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $288,142 | 3,090 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $263,059 | 3,221 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $274,731 | 3,217 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $302,032 | 3,440 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $257,185 | 3,025 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $205,426 | 2,600 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $235,025 | 3,090 | Shares | Sole | 2022-07-26 | |
| 2021-12-31 | $201,424 | 2,052 | Shares | Sole | 2022-01-26 | |
| No filing history on record for this holder in this stock. | ||||||