Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$687,741
+$146,306 QoQ
Shares Held
3,290
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.47%
of 13F equity value
Holder Rank
#1,620
of 2,736 holders
Holding Since
Mar 2025
6 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, 2026Wealth Preservation Advisors, LLC holds $687,741 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,290 | $687,741 |
All Filings in MS
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $687,741 | 3,290 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $541,435 | 3,290 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $591,884 | 3,334 | Shares | Sole | 2026-02-23 | |
| 2025-09-30 | $530,290 | 3,336 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $470,190 | 3,338 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $416,977 | 3,574 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||