Position in MS
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$325,266
+$24,762 QoQ
Shares Held
1,556
-14.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#2,076
of 2,723 holders
Holding Since
Dec 2021
10 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, 2026SILVERLAKE WEALTH MANAGEMENT LLC holds $550,035 across 2 Capital Markets names. MS ranks #1 (59.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,556 | $325,266 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,436 | $224,769 |
All Filings in MS
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $325,266 | 1,556 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $300,504 | 1,826 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $349,734 | 1,970 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $332,703 | 2,093 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $294,819 | 2,093 | Shares | Sole | 2025-08-25 | |
| 2025-03-31 | $244,190 | 2,093 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $254,834 | 2,027 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $211,294 | 2,027 | Shares | Sole | 2024-10-10 | |
| 2022-03-31 | $225,229 | 2,577 | Shares | Sole | 2023-04-06 | |
| 2021-12-31 | $306,946 | 3,127 | Shares | Sole | 2023-04-06 | |
| No filing history on record for this holder in this stock. | ||||||