Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$284,921
+$62,752 QoQ
Shares Held
1,363
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#839
of 1,108 holders
Holding Since
Dec 2025
3 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, 2026ACT WEALTH MANAGEMENT, LLC holds $828,962 across 4 Capital Markets names. MS ranks #2 (34.4% of the industry book) .
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,921 | 1,363 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $222,169 | 1,350 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $250,672 | 1,412 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||