Smallwood Wealth Investment Management, LLC

Position in MS — Morgan Stanley

CIK 1921304 RED BANK, NJ

Position in MS

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$449,226

+$110,541 QoQ

Shares Held

2,149

+4.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.73%

of 13F equity value

Holder Rank

#1,864

of 2,723 holders

Holding Since

Sep 2022

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Smallwood Wealth Investment Management, LLC holds $570,293 across 6 Capital Markets names. MS ranks #1 (78.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	2,149	$449,226
2	LPLA	LPL Financial Holdings Inc.	312	$87,884
3	RIOT	Riot Platforms, Inc.	1,055	$28,885
4	GS	Goldman Sachs Group Inc	2	$2,022
5	IREN	IREN Ltd	30	$1,371
6	PJT	PJT Partners Inc.	6	$905

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$449,226	2,149	+4.4%	Shares	Sole	2026-07-23
2026-03-31	$338,685	2,058	0.0%	Shares	Sole	2026-04-22
2025-12-31	$365,356	2,058	0.0%	Shares	Sole	2026-01-23
2025-09-30	$327,139	2,058	0.0%	Shares	Sole	2025-10-17
2025-06-30	$289,889	2,058	0.0%	Shares	Sole	2025-10-03
2025-03-31	$240,106	2,058	-0.0%	Shares	Sole	2025-04-25
2024-12-31	$258,857	2,059	+0.1%	Shares	Sole	2025-01-17
2024-09-30	$214,317	2,056	-14.4%	Shares	Sole	2024-10-16
2022-12-31	$204,303	2,403	-16.5%	Shares	Sole	2023-02-14
2022-09-30	$227,390	2,878	—	Shares	Sole	2022-11-14
No filing history on record for this holder in this stock.