Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$476,820
+$105,221 QoQ
Shares Held
2,281
+1.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,822
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Montz Harcus Wealth Management LLC holds $476,820 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,281 | $476,820 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $476,820 | 2,281 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $371,599 | 2,258 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $399,264 | 2,249 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $352,732 | 2,219 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $311,300 | 2,210 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $257,490 | 2,207 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $278,469 | 2,215 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $234,227 | 2,247 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $217,899 | 2,242 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $210,165 | 2,232 | Shares | Sole | 2024-05-07 | |
| No filing history on record for this holder in this stock. | ||||||