Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$247,503
+$109,366 QoQ
Shares Held
1,184
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#2,247
of 2,722 holders
Holding Since
Dec 2022
11 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, 2026Compass Wealth Management LLC holds $3,102,890 across 2 Capital Markets names. MS ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SCHW |
Schwab Charles Corp
|
30,946 | $2,855,387 | |
| 2 | MS |
Morgan Stanley
This page
|
1,184 | $247,503 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $247,503 | 1,184 | Shares | Sole | 2026-08-10 | |
| 2025-03-31 | $138,137 | 1,184 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $148,852 | 1,184 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $123,420 | 1,184 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $115,072 | 1,184 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $111,485 | 1,184 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $110,408 | 1,184 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $96,697 | 1,184 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $103,504 | 1,212 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $106,413 | 1,212 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $103,044 | 1,212 | Shares | Sole | 2023-02-17 | |
| No filing history on record for this holder in this stock. | ||||||