Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$23,430,039
+$4,896,989 QoQ
Shares Held
112,084
-0.5% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#394
of 2,716 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, 2026HB Wealth Management, LLC holds $60,542,988 across 20 Capital Markets names. MS ranks #1 (38.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
112,084 | $23,430,039 | |
| 2 | GS |
Goldman Sachs Group Inc
|
19,781 | $20,005,909 | |
| 3 | SCHW |
Schwab Charles Corp
|
53,661 | $4,951,300 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
25,840 | $2,591,235 | |
| 5 | LPLA |
LPL Financial Holdings Inc.
|
7,775 | $2,190,062 | |
| 6 | IBKR |
Interactive Brokers Group, Inc.
|
13,075 | $1,138,048 | |
| 7 | EVR |
Evercore Inc.
|
3,171 | $1,082,706 | |
| 8 | JEF |
Jefferies Financial Group Inc.
|
20,962 | $1,047,680 |
All Filings in MS
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $23,430,039 | 112,084 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $18,533,050 | 112,615 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $14,694,690 | 82,773 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $12,350,238 | 77,694 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $10,468,433 | 74,318 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $8,200,967 | 70,292 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $6,138,781 | 48,829 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $5,292,264 | 50,770 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $4,588,437 | 47,211 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,195,110 | 44,553 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $3,963,031 | 42,499 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $3,256,346 | 39,872 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $3,213,004 | 37,623 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $3,404,884 | 38,780 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $3,005,371 | 35,349 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $2,687,446 | 34,014 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $2,670,314 | 35,108 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $2,273,186 | 26,009 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,514,466 | 25,616 | Shares | Sole | 2022-02-15 | |
| No filing history on record for this holder in this stock. | ||||||