Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$320,249
+$76,028 QoQ
Shares Held
1,532
+3.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,091
of 2,722 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Crown Wealth Group, LLC holds $646,921 across 2 Capital Markets names. MS ranks #2 (49.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
323 | $326,672 | |
| 2 | MS |
Morgan Stanley
This page
|
1,532 | $320,249 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $320,249 | 1,532 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $244,221 | 1,484 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $243,038 | 1,369 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $209,668 | 1,319 | Shares | Sole | 2025-10-22 | |
| No filing history on record for this holder in this stock. | ||||||