Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$553,328
+$117,712 QoQ
Shares Held
2,647
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#1,727
of 2,723 holders
Holding Since
Sep 2024
8 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, 2026Aspen Wealth Strategies, LLC holds $553,328 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
|
2,647 | $553,328 |
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $553,328 | 2,647 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $435,616 | 2,647 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $496,728 | 2,798 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $447,949 | 2,818 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $380,181 | 2,699 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $303,692 | 2,603 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $327,249 | 2,603 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $277,486 | 2,662 | Shares | Sole | 2024-10-28 | |
| No filing history on record for this holder in this stock. | ||||||