Horizon Wealth Management, LLC

Position in MS — Morgan Stanley

CIK 1815123 LA GRANGE, IL

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$515,701

+$110,201 QoQ

Shares Held

2,467

+0.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#1,772

of 2,722 holders

Holding Since

Dec 2021

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Horizon Wealth Management, LLC holds $515,701 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	2,467	$515,701

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,701	2,467	+0.1%	Shares	Sole	2026-08-06
2026-03-31	$405,500	2,464	+0.1%	Shares	Sole	2026-04-24
2025-12-31	$437,078	2,462	+0.1%	Shares	Sole	2026-02-04
2025-09-30	$390,882	2,459	+2.2%	Shares	Sole	2025-11-06
2025-06-30	$338,768	2,405	-3.6%	Shares	Sole	2025-08-04
2025-03-31	$290,974	2,494	+3.9%	Shares	Sole	2025-04-11
2024-12-31	$301,728	2,400	+0.1%	Shares	Sole	2025-01-13
2024-09-30	$249,967	2,398	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$232,770	2,395	+1.0%	Shares	Sole	2024-07-22
2024-03-31	$223,253	2,371	+3.7%	Shares	Sole	2024-04-18
2023-12-31	$213,262	2,287	-10.2%	Shares	Sole	2024-01-22
2023-06-30	$217,428	2,546	+0.1%	Shares	Sole	2023-07-31
2023-03-31	$223,275	2,543	+0.1%	Shares	Sole	2023-05-11
2022-12-31	$216,035	2,541	-31.2%	Shares	Sole	2023-02-09
2022-09-30	$292,020	3,696	+16.2%	Shares	Sole	2022-11-18
2022-06-30	$241,946	3,181	-9.3%	Shares	Sole	2022-08-02
2022-03-31	$306,424	3,506	+0.1%	Shares	Sole	2022-05-12
2021-12-31	$343,952	3,504	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.