CASTLE WEALTH MANAGEMENT LLC

Position in MS — Morgan Stanley

CIK 1936420 BOYNTON BEACH, FL

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$571,306

+$111,662 QoQ

Shares Held

2,733

-2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.75%

of 13F equity value

Holder Rank

#1,711

of 2,723 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

CASTLE WEALTH MANAGEMENT LLC holds $2,313,896 across 2 Capital Markets names. MS ranks #2 (24.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	GS	Goldman Sachs Group Inc	1,723	$1,742,590
2	MS	Morgan Stanley This page	2,733	$571,306

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$571,306	2,733	-2.1%	Shares	Sole	2026-07-31
2026-03-31	$459,644	2,793	-4.1%	Shares	Sole	2026-05-01
2025-12-31	$516,789	2,911	-3.4%	Shares	Sole	2026-01-22
2025-09-30	$479,105	3,014	-0.2%	Shares	Sole	2025-10-31
2025-06-30	$425,256	3,019	-8.6%	Shares	Sole	2025-07-30
2025-03-31	$385,244	3,302	-7.8%	Shares	Sole	2025-04-28
2024-12-31	$450,454	3,583	-55.9%	Shares	Sole	2025-01-29
2024-09-30	$847,679	8,132	-28.7%	Shares	Sole	2024-10-31
2024-06-30	$1,108,451	11,405	+3.3%	Shares	Sole	2024-07-22
2024-03-31	$1,039,620	11,041	+6.7%	Shares	Sole	2024-04-29
2023-12-31	$965,044	10,349	+1.7%	Shares	Sole	2024-01-31
2023-09-30	$831,237	10,178	+60.4%	Shares	Sole	2023-11-06
2023-06-30	$541,948	6,346	+3.5%	Shares	Sole	2023-07-17
2023-03-31	$538,126	6,129	-1.2%	Shares	Sole	2023-05-04
2022-12-31	$527,549	6,205	+4.7%	Shares	Sole	2023-02-09
2022-09-30	$468,292	5,927	+914.9%	Shares	Sole	2022-11-07
2022-06-30	$44,419	584	—	Shares	Sole	2022-08-01
No filing history on record for this holder in this stock.