Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,176,477
+$296,357 QoQ
Shares Held
5,628
+5.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#1,307
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, 2026Quotient Wealth Partners, LLC holds $3,616,125 across 4 Capital Markets names. MS ranks #2 (32.5% of the industry book) .
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,176,477 | 5,628 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $880,120 | 5,348 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $924,753 | 5,209 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $834,698 | 5,251 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $715,850 | 5,082 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $463,413 | 3,972 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $489,930 | 3,897 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $353,060 | 3,387 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $325,878 | 3,353 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $262,047 | 2,783 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $318,821 | 3,419 | Shares | Sole | 2024-02-08 | |
| No filing history on record for this holder in this stock. | ||||||