Position in MS
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$789,544
+$167,964 QoQ
Shares Held
3,777
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.99%
of 13F equity value
Holder Rank
#1,545
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, 2026SILVIA MCCOLL WEALTH MANAGEMENT, LLC holds $789,544 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
|
3,777 | $789,544 |
All Filings in MS
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $789,544 | 3,777 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $621,580 | 3,777 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $670,530 | 3,777 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $616,923 | 3,881 | Shares | Sole | 2025-10-08 | |
| 2025-06-30 | $573,441 | 4,071 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $474,963 | 4,071 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $573,157 | 4,559 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $502,645 | 4,822 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $492,267 | 5,065 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $500,460 | 5,315 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $495,623 | 5,315 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $434,076 | 5,315 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $453,901 | 5,315 | Shares | Sole | 2023-09-05 | |
| 2023-03-31 | $466,657 | 5,315 | Shares | Sole | 2023-09-05 | |
| 2022-12-31 | $486,739 | 5,725 | Shares | Sole | 2023-09-05 | |
| No filing history on record for this holder in this stock. | ||||||