Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$286,175
+$20,066 QoQ
Shares Held
1,369
-15.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#2,164
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Wallace Advisory Group, LLC holds $286,175 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
|
1,369 | $286,175 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $286,175 | 1,369 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $266,109 | 1,617 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $321,861 | 1,813 | Shares | Other | 2026-01-23 | |
| 2025-09-30 | $456,532 | 2,872 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $477,937 | 3,393 | Shares | Other | 2025-07-30 | |
| 2025-03-31 | $391,194 | 3,353 | Shares | Other | 2025-04-09 | |
| 2024-12-31 | $418,143 | 3,326 | Shares | Other | 2025-01-14 | |
| 2024-09-30 | $296,145 | 2,841 | Shares | Sole | 2024-10-04 | |
| 2024-06-30 | $284,668 | 2,929 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $293,590 | 3,118 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $274,061 | 2,939 | Shares | Other | 2024-01-09 | |
| 2023-09-30 | $271,307 | 3,322 | Shares | Other | 2023-10-05 | |
| 2023-06-30 | $279,770 | 3,276 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $287,632 | 3,276 | Shares | Other | 2023-05-11 | |
| 2022-12-31 | $285,581 | 3,359 | Shares | Other | 2023-02-21 | |
| No filing history on record for this holder in this stock. | ||||||