Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,043,109
+$292,341 QoQ
Shares Held
4,990
+9.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#1,370
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, 2026Trueblood Wealth Management, LLC holds $3,397,578 across 2 Capital Markets names. MS ranks #2 (30.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,328 | $2,354,469 | |
| 2 | MS |
Morgan Stanley
This page
|
4,990 | $1,043,109 |
All Filings in MS
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,043,109 | 4,990 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $750,768 | 4,562 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $810,424 | 4,565 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $597,053 | 3,756 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $525,689 | 3,732 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $403,211 | 3,456 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $387,217 | 3,080 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $321,059 | 3,080 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $299,345 | 3,080 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $290,012 | 3,080 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $287,210 | 3,080 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||