Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$339,480
+$60,863 QoQ
Shares Held
1,624
-4.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#2,046
of 2,722 holders
Holding Since
Dec 2022
14 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, 2026Phillips Wealth Planners LLC holds $1,435,805 across 2 Capital Markets names. MS ranks #2 (23.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
1,084 | $1,096,325 | |
| 2 | MS |
Morgan Stanley
This page
|
1,624 | $339,480 |
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $339,480 | 1,624 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $278,617 | 1,693 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $347,958 | 1,960 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $310,607 | 1,954 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $342,994 | 2,435 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $312,792 | 2,681 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $412,361 | 3,280 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $402,991 | 3,866 | Shares | Defined | 2024-10-29 | |
| 2024-06-30 | $246,473 | 2,536 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $241,991 | 2,570 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $237,041 | 2,542 | Shares | Defined | 2024-02-12 | |
| 2023-06-30 | $235,362 | 2,756 | Shares | Defined | 2023-07-26 | |
| 2023-03-31 | $238,201 | 2,713 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $228,533 | 2,688 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||