Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$2,031,241
+$317,081 QoQ
Shares Held
9,717
-6.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.12%
of 13F equity value
Holder Rank
#1,066
of 2,723 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026AAFMAA Wealth Management & Trust LLC holds $2,031,241 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
|
9,717 | $2,031,241 |
All Filings in MS
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,031,241 | 9,717 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,714,160 | 10,416 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,877,911 | 10,578 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,455,914 | 9,159 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,334,084 | 9,471 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $1,805,234 | 15,473 | Shares | Sole | 2025-04-11 | |
| No filing history on record for this holder in this stock. | ||||||