Hidden Cove Wealth Management, LLC
Position in MS — Morgan Stanley
CIK 1963736
Bainbridge Island, WA
Position in MS
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$440,029
+$136,069 QoQ
Shares Held
2,105
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#1,877
of 2,723 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Hidden Cove Wealth Management, LLC holds $680,735 across 2 Capital Markets names. MS ranks #1 (64.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
2,105 | $440,029 | |
| 2 | GS |
Goldman Sachs Group Inc
|
238 | $240,706 |
All Filings in MS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,029 | 2,105 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $303,960 | 1,847 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $316,713 | 1,784 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $264,032 | 1,661 | Shares | Sole | 2025-10-24 | |
| No filing history on record for this holder in this stock. | ||||||