Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$217,401
New position
Shares Held
1,040
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.19%
of 13F equity value
Holder Rank
#2,346
of 2,723 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Capital Markets
Financial Services · as of Jun 30, 2026VANCE WEALTH, LLC holds $296,101 across 2 Capital Markets names. MS ranks #1 (73.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,040 | $217,401 | |
| 2 | PURR |
Hyperliquid Strategies Inc
|
10,000 | $78,700 |
All Filings in MS
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,401 | 1,040 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||