Position in MS
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$746,272
+$153,327 QoQ
Shares Held
3,570
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#1,577
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, 2026TRITONPOINT WEALTH, LLC holds $3,972,713 across 4 Capital Markets names. MS ranks #3 (18.8% 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 | $746,272 | 3,570 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $592,945 | 3,603 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $619,757 | 3,491 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $619,149 | 3,895 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $535,268 | 3,800 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $421,878 | 3,616 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $427,070 | 3,397 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $312,615 | 2,999 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $295,846 | 3,044 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $261,294 | 2,775 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $266,788 | 2,861 | Shares | Sole | 2024-01-24 | |
| No filing history on record for this holder in this stock. | ||||||