Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$322,130
+$68,528 QoQ
Shares Held
1,541
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.11%
of 13F equity value
Holder Rank
#2,089
of 2,723 holders
Holding Since
Mar 2021
6 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, 2026ShoreHaven Wealth Partners, LLC holds $322,130 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
|
1,541 | $322,130 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $322,130 | 1,541 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $253,602 | 1,541 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $252,092 | 1,420 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $225,723 | 1,420 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $200,021 | 1,420 | Shares | Sole | 2025-07-29 | |
| 2021-03-31 | $51,255 | 660 | Shares | Sole | 2021-05-13 | |
| No filing history on record for this holder in this stock. | ||||||