Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,462,861
+$881,107 QoQ
Shares Held
6,998
+98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#1,222
of 2,723 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Performance Wealth Partners, LLC holds $144,272,255 across 3 Capital Markets names. MS ranks #2 (1.0% 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 | $1,462,861 | 6,998 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $581,754 | 3,535 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $611,058 | 3,442 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $472,747 | 2,974 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $449,061 | 3,188 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $373,460 | 3,201 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $377,662 | 3,004 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $305,006 | 2,926 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $268,244 | 2,760 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $259,881 | 2,760 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $264,643 | 2,838 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $228,512 | 2,798 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $238,949 | 2,798 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $254,444 | 2,898 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $246,387 | 2,898 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $233,158 | 2,951 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $225,974 | 2,971 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $260,539 | 2,981 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $294,381 | 2,999 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||