Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$240,186
-$3,022 QoQ
Shares Held
1,149
-24.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#2,269
of 2,723 holders
Holding Since
Sep 2025
2 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, 2026Whelan Financial holds $2,226,165 across 3 Capital Markets names. MS ranks #2 (10.8% of the industry book) .
All Filings in MS
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,186 | 1,149 | Shares | Sole | 2026-07-24 | |
| 2025-09-30 | $243,208 | 1,530 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||