Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$402,402
+$82,808 QoQ
Shares Held
1,925
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.21%
of 13F equity value
Holder Rank
#1,946
of 2,723 holders
Holding Since
Mar 2026
2 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, 2026WOODWARD DIVERSIFIED CAPITAL, LLC holds $817,063 across 2 Capital Markets names. MS ranks #2 (49.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
410 | $414,661 | |
| 2 | MS |
Morgan Stanley
This page
|
1,925 | $402,402 |
All Filings in MS
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $402,402 | 1,925 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $319,594 | 1,942 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||