Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$259,209
+$41,813 QoQ
Shares Held
1,240
-6.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#2,223
of 2,723 holders
Holding Since
Mar 2021
7 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, 2026Total Clarity Wealth Management, Inc. holds $259,209 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,240 | $259,209 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,209 | 1,240 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $217,396 | 1,321 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $228,658 | 1,288 | Shares | Sole | 2026-02-02 | |
| 2022-06-30 | $91,424 | 1,202 | Shares | Sole | 2022-07-29 | |
| 2021-12-31 | $39,264 | 400 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $38,924 | 400 | Shares | Sole | 2021-10-21 | |
| 2021-03-31 | $31,064 | 400 | Shares | Sole | 2021-05-05 | |
| No filing history on record for this holder in this stock. | ||||||