Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$687,323
+$176,663 QoQ
Shares Held
3,288
+6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.58%
of 13F equity value
Holder Rank
#1,613
of 2,722 holders
Holding Since
Dec 2021
16 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, 2026Tanager Wealth Management LLP holds $1,562,158 across 2 Capital Markets names. MS ranks #2 (44.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
865 | $874,835 | |
| 2 | MS |
Morgan Stanley
This page
|
3,288 | $687,323 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,323 | 3,288 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $510,660 | 3,103 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $514,837 | 2,900 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $441,749 | 2,779 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $375,391 | 2,665 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $313,608 | 2,688 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $308,894 | 2,457 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $440,726 | 4,228 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $374,181 | 3,850 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $357,243 | 3,794 | Shares | Sole | 2024-05-01 | |
| 2023-09-30 | $392,342 | 4,804 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $405,820 | 4,752 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $406,865 | 4,634 | Shares | Sole | 2023-04-18 | |
| 2022-06-30 | $300,056 | 3,945 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $344,793 | 3,945 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $284,762 | 2,901 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||