Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,805,810
+$1,565,060 QoQ
Shares Held
42,125
-4.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#590
of 2,723 holders
Holding Since
Mar 2024
10 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, 2026Trajan Wealth LLC holds $24,796,290 across 4 Capital Markets names. MS ranks #2 (35.5% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,805,810 | 42,125 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $7,240,750 | 43,998 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $7,523,366 | 42,378 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $6,853,242 | 43,113 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $6,310,246 | 44,798 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $5,295,301 | 45,387 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $5,668,589 | 45,089 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $5,080,344 | 48,737 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $4,514,961 | 46,455 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $4,398,119 | 46,709 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||