Position in MS
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,037,674
+$220,749 QoQ
Shares Held
4,964
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#1,371
of 2,723 holders
Holding Since
Dec 2023
11 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, 2026BARLOW WEALTH PARTNERS, LLC holds $51,879,241 across 4 Capital Markets names. MS ranks #3 (2.0% of the industry book) .
All Filings in MS
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,037,674 | 4,964 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $816,925 | 4,964 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $881,258 | 4,964 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $789,077 | 4,964 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $755,573 | 5,364 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $637,484 | 5,464 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $676,625 | 5,382 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $602,715 | 5,782 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $561,952 | 5,782 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $544,433 | 5,782 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $539,171 | 5,782 | Shares | Sole | 2024-02-06 | |
| No filing history on record for this holder in this stock. | ||||||