Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,309,217
+$412,969 QoQ
Shares Held
6,263
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,268
of 2,723 holders
Holding Since
Mar 2024
8 quarters on record
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Simplicity Wealth,LLC holds $21,647,220 across 8 Capital Markets names. MS ranks #2 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,051 | $16,233,499 | |
| 2 | MS |
Morgan Stanley
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|
6,263 | $1,309,217 | |
| 3 | HOOD |
Robinhood Markets, Inc.
|
9,950 | $997,786 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
10,584 | $921,231 | |
| 5 | SNEX |
StoneX Group Inc.
|
11,322 | $894,438 | |
| 6 | LPLA |
LPL Financial Holdings Inc.
|
1,935 | $545,050 | |
| 7 | SCHW |
Schwab Charles Corp
|
5,862 | $540,886 | |
| 8 | CRCL |
Circle Internet Group, Inc.
|
3,275 | $205,113 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,309,217 | 6,263 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $896,248 | 5,446 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $782,552 | 4,408 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $679,077 | 4,272 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $1,035,602 | 7,352 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $203,005 | 1,740 | Shares | Sole | 2025-04-15 | |
| 2024-06-30 | $2,372,796 | 24,414 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,210,217 | 23,473 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||