Whalen Wealth Management Inc.

Position in MS — Morgan Stanley

CIK 1894447 LAS VEGAS, NV

Position in MS

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,174,804

+$99,010 QoQ

Shares Held

5,620

-14.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,308

of 2,723 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Whalen Wealth Management Inc. holds $3,377,862 across 5 Capital Markets names. MS ranks #1 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	5,620	$1,174,804
2	GS	Goldman Sachs Group Inc	820	$829,323
3	HOOD	Robinhood Markets, Inc.	6,493	$651,118
4	EVR	Evercore Inc.	1,487	$507,721
5	SCHW	Schwab Charles Corp	2,329	$214,896

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,174,804	5,620	-14.0%	Shares	Sole	2026-08-13
2026-03-31	$1,075,794	6,537	+64.9%	Shares	Sole	2026-04-13
2025-12-31	$703,728	3,964	—	Shares	Sole	2026-01-20
No filing history on record for this holder in this stock.