Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$1,618,387
+$341,653 QoQ
Shares Held
7,742
-0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.32%
of 13F equity value
Holder Rank
#1,176
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Nicholas Wealth, LLC. holds $6,273,080 across 4 Capital Markets names. MS ranks #2 (25.8% of the industry book) .
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,618,387 | 7,742 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $1,276,734 | 7,758 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,529,598 | 8,616 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,279,945 | 8,052 | Shares | Sole | 2026-02-17 | |
| 2025-06-30 | $1,015,882 | 7,212 | Shares | Sole | 2026-02-17 | |
| 2025-03-31 | $757,421 | 6,492 | Shares | Sole | 2026-02-17 | |
| 2024-12-31 | $1,251,165 | 9,952 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $896,464 | 8,600 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $701,614 | 7,219 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $477,108 | 5,067 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $366,752 | 3,933 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $222,142 | 2,720 | Shares | Sole | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||