Position in MS
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,601,455
+$339,204 QoQ
Shares Held
7,661
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#1,181
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026ANGELES WEALTH MANAGEMENT, LLC holds $8,410,197 across 8 Capital Markets names. MS ranks #3 (19.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,888 | $1,909,466 | |
| 2 | EVR |
Evercore Inc.
|
4,894 | $1,671,007 | |
| 3 | MS |
Morgan Stanley
This page
|
7,661 | $1,601,455 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
13,620 | $1,365,813 | |
| 5 | SCHW |
Schwab Charles Corp
|
13,252 | $1,222,762 | |
| 6 | FIGR |
Figure Technology Solutions, Inc.
|
17,000 | $522,070 | |
| 7 | NMR |
Nomura Holdings Inc
|
12,226 | $107,344 | |
| 8 | DEFT |
Defi Technologies, Inc.
|
20,000 | $10,280 |
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,601,455 | 7,661 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,262,251 | 7,670 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $1,148,264 | 6,468 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $928,803 | 5,843 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $814,452 | 5,782 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $579,266 | 4,965 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $558,322 | 4,441 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $383,394 | 3,678 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $362,907 | 3,734 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $374,662 | 3,979 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $260,074 | 2,789 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||