Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$585,939
+$95,027 QoQ
Shares Held
2,803
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,696
of 2,723 holders
Holding Since
Dec 2020
23 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, 2026Altus Wealth Group LLC holds $845,861 across 2 Capital Markets names. MS ranks #1 (69.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,803 | $585,939 | |
| 2 | GS |
Goldman Sachs Group Inc
|
257 | $259,922 |
All Filings in MS
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $585,939 | 2,803 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $490,912 | 2,983 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $572,534 | 3,225 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $531,880 | 3,346 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $479,487 | 3,404 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $411,961 | 3,531 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $437,128 | 3,477 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $372,866 | 3,577 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $354,257 | 3,645 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $352,346 | 3,742 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $355,096 | 3,808 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $308,630 | 3,779 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $325,117 | 3,807 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $342,595 | 3,902 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $331,322 | 3,897 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $309,561 | 3,918 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $298,003 | 3,918 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $345,929 | 3,958 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $385,081 | 3,923 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $381,260 | 3,918 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $357,590 | 3,900 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $305,047 | 3,928 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $287,070 | 4,189 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||