Position in MS
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,215,985
+$275,468 QoQ
Shares Held
5,817
+1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.66%
of 13F equity value
Holder Rank
#1,297
of 2,723 holders
Holding Since
Dec 2022
15 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, 2026Baron Wealth Management LLC holds $2,396,799 across 4 Capital Markets names. MS ranks #1 (50.7% of the industry book) .
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,215,985 | 5,817 | Shares | Sole | 2026-07-07 | |
| 2026-03-31 | $940,517 | 5,715 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $1,041,035 | 5,864 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $837,083 | 5,266 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $734,725 | 5,216 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $561,182 | 4,810 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $571,900 | 4,549 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $474,083 | 4,548 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $435,702 | 4,483 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $422,307 | 4,485 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $417,946 | 4,482 | Shares | Sole | 2024-01-04 | |
| 2023-09-30 | $364,411 | 4,462 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $380,884 | 4,460 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $391,412 | 4,458 | Shares | Sole | 2023-06-06 | |
| 2022-12-31 | $378,849 | 4,456 | Shares | Sole | 2023-06-06 | |
| No filing history on record for this holder in this stock. | ||||||