Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$257,953
-$1,070,917 QoQ
Shares Held
1,234
-89.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.30%
of 13F equity value
Holder Rank
#2,226
of 2,723 holders
Holding Since
Mar 2022
9 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, 2026Worth Asset Management, LLC holds $823,305 across 2 Capital Markets names. MS ranks #2 (31.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
559 | $565,352 | |
| 2 | MS |
Morgan Stanley
This page
|
1,234 | $257,953 |
All Filings in MS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,953 | 1,234 | Shares | Sole | 2026-07-08 | |
| 2025-03-31 | $1,328,870 | 11,390 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $1,498,078 | 11,916 | Shares | Sole | 2025-01-08 | |
| 2023-06-30 | $16,311 | 191 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $6,146 | 70 | Shares | Sole | 2023-04-12 | |
| 2022-12-31 | $5,951 | 70 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $5,530 | 70 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $5,324 | 70 | Shares | Sole | 2022-07-08 | |
| 2022-03-31 | $6,118 | 70 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||