Position in MS
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$8,640,041
+$1,164,614 QoQ
Shares Held
41,332
-9.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
2.47%
of 13F equity value
Holder Rank
#596
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, 2026Elk River Wealth Management LLC holds $13,827,357 across 2 Capital Markets names. MS ranks #1 (62.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
41,332 | $8,640,041 | |
| 2 | GS |
Goldman Sachs Group Inc
|
5,129 | $5,187,316 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,640,041 | 41,332 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $7,475,427 | 45,424 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $8,397,879 | 47,304 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,775,051 | 48,912 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $6,995,389 | 49,662 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $5,857,184 | 50,203 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $6,102,448 | 48,540 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $5,123,291 | 49,149 | Shares | Sole | 2024-10-11 | |
| 2024-06-30 | $4,721,101 | 48,576 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $4,533,239 | 48,144 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $4,939,266 | 52,968 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $4,335,125 | 53,081 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $4,680,944 | 54,812 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $5,012,414 | 57,089 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $4,773,702 | 56,148 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $4,374,783 | 55,370 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $4,142,075 | 54,458 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $4,754,560 | 54,400 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $4,977,791 | 50,711 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $4,762,254 | 48,939 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $4,327,859 | 47,201 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $3,502,854 | 45,105 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $2,641,968 | 38,552 | Shares | Sole | 2021-02-08 | |
| No filing history on record for this holder in this stock. | ||||||