Position in MS
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$367,283
+$83,400 QoQ
Shares Held
1,757
+1.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.78%
of 13F equity value
Holder Rank
#2,011
of 2,723 holders
Holding Since
Sep 2025
4 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, 2026BROWN WEALTH MANAGEMENT, LLC holds $2,198,138 across 3 Capital Markets names. MS ranks #2 (16.7% of the industry book) .
All Filings in MS
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $367,283 | 1,757 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $283,883 | 1,725 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $280,142 | 1,578 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $237,963 | 1,497 | Shares | Sole | 2025-11-04 | |
| No filing history on record for this holder in this stock. | ||||||