Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$419,125
+$94,429 QoQ
Shares Held
2,005
+1.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,908
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026CONSILIO WEALTH ADVISORS, LLC holds $419,125 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,005 | $419,125 |
All Filings in MS
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $419,125 | 2,005 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $324,696 | 1,973 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $348,313 | 1,962 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $310,130 | 1,951 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $270,732 | 1,922 | Shares | Sole | 2025-07-29 | |
| No filing history on record for this holder in this stock. | ||||||