Position in MS
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$551,656
+$120,812 QoQ
Shares Held
2,639
+0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#1,728
of 2,723 holders
Holding Since
Dec 2021
19 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, 2026Amplius Wealth Advisors, LLC holds $1,354,536 across 3 Capital Markets names. MS ranks #1 (40.7% of the industry book) .
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,656 | 2,639 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $430,844 | 2,618 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $464,773 | 2,618 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $426,489 | 2,683 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $555,692 | 3,945 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $450,462 | 3,861 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $484,399 | 3,853 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $401,636 | 3,853 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $370,002 | 3,807 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $349,898 | 3,716 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $349,128 | 3,744 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $307,814 | 3,769 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $328,960 | 3,852 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $349,268 | 3,978 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $328,687 | 3,866 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $304,267 | 3,851 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $311,617 | 4,097 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $355,281 | 4,065 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $387,241 | 3,945 | Shares | Sole | 2022-01-28 | |
| No filing history on record for this holder in this stock. | ||||||