Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$480,164
+$109,388 QoQ
Shares Held
2,297
+2.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.28%
of 13F equity value
Holder Rank
#1,815
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Wealth Dimensions Group, Ltd. holds $480,164 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
|
2,297 | $480,164 |
All Filings in MS
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $480,164 | 2,297 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $370,776 | 2,253 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $387,903 | 2,185 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $350,347 | 2,204 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $310,314 | 2,203 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $257,024 | 2,203 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $285,510 | 2,271 | Shares | Sole | 2025-02-13 | |
| No filing history on record for this holder in this stock. | ||||||