Ameliora Wealth Management Ltd.

Position in MS — Morgan Stanley

CIK 1910168 ZURICH, V8

Position in MS

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$151,344

+$32,196 QoQ

Shares Held

724

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,458

of 2,716 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Ameliora Wealth Management Ltd. holds $4,055,297 across 5 Capital Markets names. MS ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	2,959	$2,992,643
2	IBKR	Interactive Brokers Group, Inc.	9,352	$813,998
3	MS	Morgan Stanley This page	724	$151,344
4	LPLA	LPL Financial Holdings Inc.	265	$74,645
5	HLI	Houlihan Lokey, Inc.	169	$22,667

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$151,344	724	0.0%	Shares	Sole	2026-07-24
2026-03-31	$119,148	724	0.0%	Shares	Sole	2026-04-23
2025-12-31	$128,531	724	0.0%	Shares	Sole	2026-01-21
2025-09-30	$115,087	724	-8.6%	Shares	Sole	2025-11-12
2025-06-30	$111,561	792	0.0%	Shares	Sole	2025-07-23
2025-03-31	$92,402	792	0.0%	Shares	Sole	2025-04-15
2024-12-31	$99,570	792	+21.5%	Shares	Sole	2025-01-28
2024-09-30	$67,964	652	0.0%	Shares	Sole	2024-10-11
2024-06-30	$63,367	652	-96.9%	Shares	Sole	2024-07-16
2024-03-31	$1,965,119	20,870	-0.1%	Shares	Sole	2024-04-16
2023-12-31	$1,948,925	20,900	0.0%	Shares	Sole	2024-01-10
2023-09-30	$1,706,903	20,900	+4.5%	Shares	Sole	2023-10-10
2023-06-30	$1,708,000	20,000	-0.7%	Shares	Sole	2023-07-10
2023-03-31	$1,769,170	20,150	-4.7%	Shares	Sole	2023-04-17
2022-12-31	$1,798,173	21,150	0.0%	Shares	Sole	2023-02-06
2022-09-30	$1,671,061	21,150	—	Shares	Sole	2022-11-07
No filing history on record for this holder in this stock.