Position in MS
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,123,590
+$182,250 QoQ
Shares Held
5,375
-6.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.38%
of 13F equity value
Holder Rank
#1,337
of 2,723 holders
Holding Since
Dec 2022
8 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, 2026Johnson & White Wealth Management, LLC holds $1,123,590 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
|
5,375 | $1,123,590 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,123,590 | 5,375 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $941,340 | 5,720 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $955,821 | 5,384 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $867,603 | 5,458 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $764,588 | 5,428 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $565,499 | 4,847 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $601,318 | 4,783 | Shares | Sole | 2025-01-13 | |
| 2022-12-31 | $666 | 3,709 | Shares | Sole | 2023-01-18 | |
| No filing history on record for this holder in this stock. | ||||||