Position in MS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,423,144
+$402,317 QoQ
Shares Held
6,808
+9.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#1,234
of 2,723 holders
Holding Since
Jun 2021
11 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, 2026Accurate Wealth Management, LLC holds $5,605,979 across 6 Capital Markets names. MS ranks #2 (25.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,158 | $2,182,536 | |
| 2 | MS |
Morgan Stanley
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|
6,808 | $1,423,144 | |
| 3 | GLXY |
Galaxy Digital Inc.
|
21,681 | $592,758 | |
| 4 | SCHW |
Schwab Charles Corp
|
5,986 | $552,328 | |
| 5 | HOOD |
Robinhood Markets, Inc.
|
5,030 | $504,408 | |
| 6 | PURR |
Hyperliquid Strategies Inc
|
44,575 | $350,805 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,423,144 | 6,808 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,020,827 | 6,203 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $710,297 | 4,001 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $648,715 | 4,081 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $464,133 | 3,295 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $224,473 | 1,924 | Shares | Sole | 2025-04-15 | |
| 2024-09-30 | $196,909 | 1,889 | Shares | Sole | 2024-10-17 | |
| 2022-12-31 | $26,526 | 312 | Shares | Sole | 2023-01-11 | |
| 2021-12-31 | $725,500 | 7,391 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $712,893 | 7,326 | Shares | Sole | 2021-10-22 | |
| 2021-06-30 | $930,011 | 10,143 | Shares | Sole | 2021-08-25 | |
| No filing history on record for this holder in this stock. | ||||||