Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$33,237
-$12,184 QoQ
Shares Held
159
-42.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#2,605
of 2,722 holders
Holding Since
Sep 2022
16 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, 2026Abound Wealth Management holds $224,967 across 15 Capital Markets names. MS ranks #2 (14.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
159 | $160,807 | |
| 2 | MS |
Morgan Stanley
This page
|
159 | $33,237 | |
| 3 | SCHW |
Schwab Charles Corp
|
107 | $9,872 | |
| 4 | IBKR |
Interactive Brokers Group, Inc.
|
110 | $9,574 | |
| 5 | IREN |
IREN Ltd
|
201 | $9,191 | |
| 6 | SNEX |
StoneX Group Inc.
|
6 | $474 | |
| 7 | EVR |
Evercore Inc.
|
1 | $341 | |
| 8 | HOOD |
Robinhood Markets, Inc.
|
3 | $300 |
All Filings in MS
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $33,237 | 159 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $45,421 | 276 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $47,222 | 266 | Shares | Sole | 2026-01-12 | |
| 2025-09-30 | $38,150 | 240 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $35,496 | 252 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,550 | 159 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $24,263 | 193 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $19,701 | 189 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $18,368 | 189 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $41,807 | 444 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $43,268 | 464 | Shares | Sole | 2024-08-08 | |
| 2023-09-30 | $35,444 | 434 | Shares | Sole | 2024-08-08 | |
| 2023-06-30 | $37,063 | 434 | Shares | Sole | 2024-08-08 | |
| 2023-03-31 | $34,417 | 392 | Shares | Sole | 2024-08-07 | |
| 2022-12-31 | $20,829 | 245 | Shares | Sole | 2024-08-07 | |
| 2022-09-30 | $23,940 | 303 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||