WEALTH EFFECTS LLC

Position in MS — Morgan Stanley

CIK 1907254 BOSTON, MA

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$1,149,720

+$326,870 QoQ

Shares Held

5,500

+10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#1,321

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH EFFECTS LLC holds $1,927,463 across 2 Capital Markets names. MS ranks #1 (59.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	5,500	$1,149,720
2	GS	Goldman Sachs Group Inc	769	$777,743

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,149,720	5,500	+10.0%	Shares	Sole	2026-08-06
2026-03-31	$822,850	5,000	-1.5%	Shares	Sole	2026-04-21
2025-12-31	$900,964	5,075	0.0%	Shares	Sole	2026-01-26
2025-09-30	$806,722	5,075	0.0%	Shares	Sole	2025-10-28
2025-06-30	$714,864	5,075	-1.9%	Shares	Sole	2025-07-15
2025-03-31	$603,767	5,175	-8.8%	Shares	Sole	2025-04-23
2024-12-31	$713,461	5,675	-0.4%	Shares	Sole	2025-01-22
2024-09-30	$594,168	5,700	0.0%	Shares	Sole	2024-10-21
2024-06-30	$553,983	5,700	-1.0%	Shares	Sole	2024-08-02
2024-03-31	$541,984	5,756	0.0%	Shares	Sole	2024-04-22
2023-12-31	$536,747	5,756	+0.9%	Shares	Sole	2024-01-29
2023-09-30	$465,927	5,705	+0.0%	Shares	Sole	2023-10-16
2023-06-30	$487,121	5,704	0.0%	Shares	Sole	2023-07-18
2023-03-31	$500,811	5,704	-1.7%	Shares	Sole	2023-05-04
2022-12-31	$493,456	5,804	-56.4%	Shares	Sole	2023-02-02
2022-09-30	$1,051,070	13,303	-0.1%	Shares	Sole	2022-11-14
2022-06-30	$1,012,891	13,317	+1.4%	Shares	Sole	2022-08-03
2022-03-31	$1,147,299	13,127	0.0%	Shares	Sole	2022-05-16
2021-12-31	$1,288,546	13,127	—	Shares	Sole	2022-02-09
No filing history on record for this holder in this stock.