Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$259,627
+$57,206 QoQ
Shares Held
1,242
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#2,221
of 2,723 holders
Holding Since
Dec 2025
3 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, 2026REICON WEALTH ADVISORS, LLC holds $617,651 across 2 Capital Markets names. MS ranks #2 (42.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
354 | $358,024 | |
| 2 | MS |
Morgan Stanley
This page
|
1,242 | $259,627 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $259,627 | 1,242 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $202,421 | 1,230 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $337,307 | 1,900 | Shares | Sole | 2026-01-30 | |
| No filing history on record for this holder in this stock. | ||||||