Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$3,041,741
+$667,655 QoQ
Shares Held
14,551
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.23%
of 13F equity value
Holder Rank
#922
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, 2026Wedmont Private Capital holds $14,854,086 across 10 Capital Markets names. MS ranks #2 (20.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
5,942 | $6,009,560 | |
| 2 | MS |
Morgan Stanley
This page
|
14,551 | $3,041,741 | |
| 3 | SCHW |
Schwab Charles Corp
|
18,745 | $1,729,601 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
16,047 | $1,609,193 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
8,125 | $707,200 | |
| 6 | VIRT |
Virtu Financial, Inc.
|
8,389 | $499,732 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
1,554 | $437,730 | |
| 8 | EVR |
Evercore Inc.
|
1,209 | $412,800 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,041,741 | 14,551 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $2,374,086 | 14,426 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $2,418,313 | 13,622 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $2,263,272 | 14,238 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $1,904,990 | 13,524 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $1,446,474 | 12,398 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $1,505,119 | 11,972 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $1,117,765 | 10,723 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $979,092 | 10,074 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $798,476 | 8,480 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $713,082 | 7,647 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $885,057 | 10,837 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,007,890 | 11,802 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $957,020 | 10,900 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $820,443 | 9,650 | Shares | Sole | 2023-01-09 | |
| 2022-09-30 | $627,892 | 7,947 | Shares | Sole | 2022-10-03 | |
| 2022-06-30 | $450,655 | 5,925 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $442,156 | 5,059 | Shares | Sole | 2022-04-05 | |
| 2021-12-31 | $594,162 | 6,053 | Shares | Sole | 2022-01-14 | |
| No filing history on record for this holder in this stock. | ||||||