Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$444,210
+$106,842 QoQ
Shares Held
2,125
+3.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#1,872
of 2,723 holders
Holding Since
Dec 2024
7 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, 2026Massachusetts Wealth Management holds $909,440 across 2 Capital Markets names. MS ranks #2 (48.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
460 | $465,230 | |
| 2 | MS |
Morgan Stanley
This page
|
2,125 | $444,210 |
All Filings in MS
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444,210 | 2,125 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $337,368 | 2,050 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $306,239 | 1,725 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $278,180 | 1,750 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $242,983 | 1,725 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $204,405 | 1,752 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $201,403 | 1,602 | Shares | Sole | 2025-01-27 | |
| No filing history on record for this holder in this stock. | ||||||