RMR Wealth Builders

Position in MS — Morgan Stanley

CIK 1803848 Montclair, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,318,624

+$242,666 QoQ

Shares Held

6,308

-3.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#1,267

of 2,723 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

RMR Wealth Builders holds $8,639,292 across 5 Capital Markets names. MS ranks #2 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	6,124	$6,193,629
2	MS	Morgan Stanley This page	6,308	$1,318,624
3	SCHW	Schwab Charles Corp	6,099	$562,754
4	LPLA	LPL Financial Holdings Inc.	1,214	$341,959
5	MKTX	Marketaxess Holdings Inc	1,959	$222,326

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,318,624	6,308	-3.5%	Shares	Sole	2026-07-24
2026-03-31	$1,075,958	6,538	+0.6%	Shares	Sole	2026-04-22
2025-12-31	$1,154,300	6,502	+2.0%	Shares	Sole	2026-01-29
2025-09-30	$1,013,211	6,374	+4.0%	Shares	Sole	2025-11-05
2025-06-30	$863,190	6,128	+59.5%	Shares	Sole	2025-07-08
2025-03-31	$448,362	3,843	-7.0%	Shares	Sole	2025-04-16
2024-12-31	$519,726	4,134	+0.6%	Shares	Sole	2025-01-14
2024-09-30	$428,426	4,110	+14.2%	Shares	Sole	2024-10-21
2024-06-30	$349,884	3,600	+0.6%	Shares	Sole	2024-07-23
2024-03-31	$336,998	3,579	-9.0%	Shares	Sole	2024-04-15
2023-12-31	$366,659	3,932	+4.7%	Shares	Sole	2024-02-06
2023-09-30	$306,834	3,757	-5.1%	Shares	Sole	2023-10-23
2023-06-30	$338,098	3,959	-0.3%	Shares	Sole	2023-07-21
2023-03-31	$348,741	3,972	+20.1%	Shares	Sole	2023-04-11
2022-12-31	$281,246	3,308	-46.7%	Shares	Sole	2023-02-15
2022-09-30	$490,810	6,212	+0.8%	Shares	Sole	2022-11-08
2022-06-30	$468,529	6,160	-29.6%	Shares	Sole	2022-08-02
2022-03-31	$765,187	8,755	+33.3%	Shares	Sole	2022-05-13
2021-12-31	$644,616	6,567	+132.6%	Shares	Sole	2022-02-02
2021-09-30	$274,706	2,823	0.0%	Shares	Sole	2021-10-18
2021-06-30	$258,840	2,823	0.0%	Shares	Sole	2021-08-16
2021-03-31	$219,234	2,823	+6.7%	Shares	Sole	2021-05-13
2020-12-31	$181,330	2,646	-0.3%	Shares	Sole	2021-02-26
2020-06-30	$128,235	2,655	—	Shares	Sole	2020-08-19
No filing history on record for this holder in this stock.