Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$4,308,732
+$911,020 QoQ
Shares Held
20,612
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.52%
of 13F equity value
Holder Rank
#798
of 2,723 holders
Holding Since
Mar 2021
22 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, 2026Alaethes Wealth, LLC holds $4,308,732 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
|
20,612 | $4,308,732 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,308,732 | 20,612 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $3,397,712 | 20,646 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $3,666,882 | 20,655 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $3,284,272 | 20,661 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $3,239,216 | 22,996 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $2,650,975 | 22,722 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $2,824,425 | 22,466 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,347,797 | 22,523 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,113,299 | 21,744 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,999,393 | 21,234 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,006,367 | 21,516 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,741,694 | 21,326 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,814,237 | 21,244 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1,821,147 | 20,742 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,683,225 | 19,798 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $1,769,033 | 22,390 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,641,602 | 21,583 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,757,002 | 20,103 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,937,383 | 19,737 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $1,974,030 | 20,286 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,824,172 | 19,895 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,462,570 | 18,833 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||