Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,793,772
-$6,598,804 QoQ
Shares Held
8,581
-83.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.03%
of 13F equity value
Holder Rank
#1,124
of 2,723 holders
Holding Since
Jun 2022
13 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, 2026Tradewinds, LLC. holds $2,234,245 across 2 Capital Markets names. MS ranks #1 (80.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,581 | $1,793,772 | |
| 2 | GS |
Goldman Sachs Group Inc
|
4,966 | $440,473 |
All Filings in MS
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,793,772 | 8,581 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,392,576 | 50,997 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $9,508,329 | 53,559 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $9,768,409 | 61,452 | Shares | Sole | 2025-10-29 | |
| 2025-03-31 | $7,145,570 | 61,246 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $7,658,610 | 60,918 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $6,026,531 | 57,814 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $5,360,222 | 55,152 | Shares | Sole | 2024-08-14 | |
| 2023-09-30 | $3,848,290 | 47,120 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $3,768,445 | 44,127 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $3,722,368 | 42,396 | Shares | Sole | 2023-04-06 | |
| 2022-09-30 | $3,220,289 | 40,758 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $3,141,506 | 41,303 | Shares | Sole | 2022-08-15 | |
| No filing history on record for this holder in this stock. | ||||||